RIA Intelligence

INTENTIONAL FUNDS LLC

Legal name: INTENTIONAL FUNDS

CRD #322991 SEC #801-129833 PRINCETON, NJ 917-776-7237
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 12, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCGEE, HEATHER, LAURENICCONA Control
MCGEE, HEATHER, LAURENICCONA Control
MCGEE, HEATHER, LAURENIMEMBER, CHIEF EXECUTIVE OFFICER , CCONA Control
MORRIS, JOHN, LOGANIMEMBERNA Control
MORRIS, JOHN, LOGANIMEMBERNA Control
MORRIS, JOHN, LOGANIMEMBER, EXECUTIVE CHAIRMANNA Control
SEVENTEEN ASSET MANAGEMENT LLCDEMEMBERE Control
SEVENTEEN ASSET MANAGEMENT LLCDEMEMBERE Control
SEVENTEEN ASSET MANAGEMENT LLCDEMEMBER, OWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
INTENTIONAL COMPANY LLCDESEVENTEEN ASSET MANAGEMENT LLCD Control
INTENTIONAL COMPANY LLCDESEVENTEEN ASSET MANAGEMENT LLCD Control
INTENTIONAL COMPANY LLCDESEVENTEEN ASSET MANAGEMENT LLCD Control
MORRIS, JOHN, LOGANIINTENTIONAL COMPANY LLCD Control
MORRIS, JOHN, LOGANIINTENTIONAL COMPANY LLCD Control
MORRIS, JOHN, LOGANIINTENTIONAL COMPANY LLCD Control
Morris, Susan, TeareIINTENTIONAL COMPANY LLCD Control
Morris, Susan, TeareIINTENTIONAL COMPANY LLCD Control
Morris, Susan, TeareIINTENTIONAL COMPANY LLCD Control

Registrations

Federal

IA
Jun 12, 2024 REGISTERED

Notice Filings (1)

NJ

Address

6 MERCER STREET
SUITE 21
PRINCETON, NJ 08540-6808
United States
Phone: 917-776-7237