Overview
Assets Under Management: $150 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 75
Average Client Assets: $1.4 million
Frequently Asked Questions
INTENTIONAL RETIREMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310655), INTENTIONAL RETIREMENT, LLC is subject to fiduciary duty under federal law.
INTENTIONAL RETIREMENT, LLC is headquartered in OMAHA, NE.
INTENTIONAL RETIREMENT, LLC serves 75 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, INTENTIONAL RETIREMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
INTENTIONAL RETIREMENT, LLC manages $150 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, INTENTIONAL RETIREMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.06%
Average Client Assets: $1.4 million
Total Client Accounts: 465
Non-Discretionary Accounts: 465
Regulatory Filings
CRD Number: 310655
Filing ID: 2077571
Last Filing Date: 2026-03-19 15:23:45