CRD: 288181
Intentional Finance, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Pioneer capital
- Established Date
- 05-26-2017
- Office Locations
- 1
Office Locations
About Intentional Finance, LLC
Intentional Finance is an independent, woman-owned RIA in Albuquerque providing holistic financial planning and personalized investment strategies. As fiduciaries, the firm works closely with individuals navigating life changes, helping reduce financial stress while building long-term plans. Portfolios commonly use diversified public funds and ETFs, custodied primarily at Charles Schwab. Led by owner/advisor Susan M. Kroger, CFP®, CDFA®.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SUSAN MICHELLE KROGER
Financial Advisor, General Partner, Managing Member
- CRD
- #4622958
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,819,662 | $110,000 |
| Non-Discretionary | $5,681,320 | $2,200 |
| Total | $42,500,982 | $108,482 |
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Separately Managed Accounts
Total SMA Asset: $42,500,982
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $864,732,374 | 41.5% |
| Cash | $643,860,972 | 30.9% |
| Equity - Exchange | $575,099,121 | 27.6% |
| Total | $2,083,692,467 | 100.0% |