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Intentional Finance, LLC (Albuquerque)


Intentional Finance, LLC is an adviser based in Albuquerque. It manages $7.7 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of New Mexico and Texas.

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Intentional Finance provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intentional Finance: assets under management

The assets under management (AUM) of Intentional Finance, LLC is $7.7 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7.7 million in discretionary accounts and $2.2 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intentional Finance, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albuquerque

The principal office where Intentional Finance, LLC performs its advisory services is located at 7770 Jefferson St Ne, Suite 430, Albuquerque, NM 87109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-350-8775. The normal business hours are 9:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at intentionalfinancellc.com.


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