Intrepid Financial Planning Group, LLC is a large advisory firm based in Carmel. It manages $225.07 million of regulatory assets for 1,270 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Illinois, and 7 other states.
Intrepid Financial Planning Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intrepid Financial Planning Group, LLC is $225.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 312% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Intrepid Financial Planning Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Intrepid Financial Planning Group is high net worth individuals with 131 clients and $138 million of assets under management. Among the 7 most similar advisory firms, Intrepid Financial Planning Group has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $225.07 million for 1,271 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Intrepid Financial Planning Group doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 11 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Intrepid Financial Planning Group, LLC performs its advisory services is located at 2454 E. 116 Th Street, Carmel, IN 46032, which is also the mailing address of the firm. An additional office of the firm is in Muncie, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-818-1776 or by fax 317-818-1774. The normal business hours are 8:00 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at intrepidfinancial.com.