INTENTIONAL FINANCE, LLC
CRD #288181 SEC #801-110594 ALBUQUERQUE, NM 505-350-8775
SEC Registered
Total AUM
$7.7M
Discretionary
$7.7M
Employees
2
Clients
0
Accounts
71
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 17, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KROGER, SUSAN, MICHELLE | I | MANAGING MEMBER | D | Control |
| KROGER, SUSAN, MICHELLE | I | MANAGING MEMBER | D | Control |
| KROGER, SUSAN, MICHELLE | I | MANAGING MEMBER | D | Control |
| KROGER, SUSAN, MICHELLE | I | MANAGING MEMBER | D | Control |
| SHUBERT, ANN, JUDITH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHUBERT, ANN, JUDITH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHUBERT, ANN, JUDITH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHUBERT, ANN, JUDITH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Aug 17, 2017 REGISTERED
Notice Filings (2)
NM TX
Address
7770 JEFFERSON ST NE, SUITE 430ALBUQUERQUE, NM 87109
United States
Phone: 505-350-8775