INTENTIONAL RETIREMENT, LLC
Adviser information for INTENTIONAL RETIREMENT, LLC last updated from Form ADV on March 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nebraska, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 399 | $110.0M |
| Total | 399 | $110.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 180 | $35.6M |
| HNW Individuals | 60 | $73.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $416,226 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesFINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-129915 |
|---|---|
| SEC ERA File Number | 801-129915 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310655 |
| Legal Entity Identifier | None |
Principal Office
17117 OAK DRIVESUITE D
OMAHA
NE
United States
Monday - Friday, 8:00 TO 5:00
Tel: 402-885-9090, Fax: None
Chief Compliance Officer
JOSEPH R. HEARN
MANAGING MEMBER
17117 OAK DRIVE
SUITE D
OMAHA
NE
United States
Tel:
402-885-9090
J**@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEARN, JOSEPH, ROBERT | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 09/2020 | > 75% |