This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 02-25-2021
- Office Locations
- 2
Office Locations
About Intentional Living FP
Intentional Living FP provides private wealth advisory for high net worth and ultra high net worth families and business owners navigating complexity, including liquidity events, estate/legacy planning, and tax-aware decision-making coordinated with outside tax professionals. The firm evaluates private capital and alternative investments within a broader plan and takes on a limited number of clients for long-term partnership. A differentiator is its “Wealth Identity Assessment” used upfront to align strategy with client motivations.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JIM DOUGLAS CRIDER
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #6703362
- Ownership
- 75% or more
Michael Cade Grimm
FINANCIAL PLANNER
- CRD
- #6577073
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,925,451 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,925,451 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $40,925,451
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,240,688,363 | 47.1% |
| Cash | $3,639,754,022 | 52.9% |
| Total | $6,880,442,385 | 100.0% |