INTRINSIC WEALTH COUNSEL, INC.
Adviser information for INTRINSIC WEALTH COUNSEL, INC. last updated from Form ADV on March 27th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 656 | $252.6M |
| Non-Discretionary | 8 | $268,930 |
| Total | 664 | $252.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 117 | $50.3M |
| HNW Individuals | 90 | $201.1M |
| 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 | <5 | $1.4M |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| 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 businesses |
|---|---|
| Compensation | % of AUMHourly chargesMINIMUM RETAINER FEE |
Identifiers
| SEC RIA File Number | 801-21151 |
|---|---|
| SEC ERA File Number | 801-21151 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105022 |
| Legal Entity Identifier | None |
Principal Office
1255 W. RIO SALADO PKWYSUITE 115
TEMPE
AZ
United States
Monday - Friday, 9-5 M-TH 9-4 FRI
Tel: 480-924-5613, Fax: 480-924-8062
Chief Compliance Officer
GIESELLE LACEY
CCO
1255 W. RIO SALADO PKWY
SUITE 115
TEMPE
AZ
United States
Tel:
480-924-5613
Fax:
480-924-8062
G*******@**************M
(Full email address available in API data)
Regulatory Contact
CORNELIUS H VAN ZUTPHEN III
CIO
2522 CHAMBERS ROAD
SUITE 200A
TUSTIN
CA
United States
Tel:
480 924-5613
Fax:
480 924-8062
C****@**************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 |
|---|---|---|---|---|---|
| VAN ZUTPHEN, CORNELIUS, HENRY | Individual | – | PRESIDENT | 08/2013 | 50-75% |
| VAN ZUTPHEN, CORNELIUS, H. | Individual | – | CIO | 08/2013 | 25-50% |
| JONES, DANIELA, URS | Individual | – | VP | 01/2022 | 10-25% |
| Lacey, Gieselle | Individual | – | CCO | 03/2024 | < 5% |