INTENTIONAL RETIREMENT, LLC
CRD #310655 SEC #801-129915 OMAHA, NE 402-885-9090
SEC Registered
Total AUM
$131.5M
Discretionary
$0
Employees
2
Clients
251
Accounts
421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $131.5M | $0 | $131.5M | 2 | 5 |
| Mar 2024 | $110M | $0 | $110M | 1 | 5 |
DateMar 2025
Total AUM$131.5M
Discretionary$0
Non-Disc.$131.5M
Employees2
Clients5
DateMar 2024
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees1
Clients5