Overview
Assets Under Management: $355 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 3
Average Client Assets: $43 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.16
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 1,407
Discretionary Accounts: 1,407
Regulatory Filings
CRD Number: 112196
Filing ID: 1987313
Last Filing Date: 2025-05-05 09:46:00
Website: https://intrepidfinancial.com