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- Custodian
- Betterment · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Signal vertexSignal summit +more
- Established Date
- 08-23-2016
- Office Locations
- 1
Office Locations
About Fintentional LLC
Fintentional LLC provides holistic financial planning and investment planning for retail clients across the U.S., helping people make confident decisions around retirement readiness, insurance coverage, Social Security, and life/career changes. Investment implementation primarily uses diversified public funds and ETFs (per ADV data). The firm is not currently accepting new financial planning or investing engagements.
Team overview
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Custodian
Investment Themes
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Platform
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Owner & Executives
MICHAEL A. PALAZZOLO
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6039633
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,384,808 | -- |
| Non-Discretionary | $17,814,791 | -- |
| Total | $20,199,599 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,199,599
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,274,372,701 | 79.0% |
| Equity - Exchange | $604,580,085 | 21.0% |
| Total | $2,878,952,786 | 100.0% |