I
$175.8M Total AUM
$175.8M Disc. AUM
-- 3Y CAGR
3 Employees
400 ADV. Clients
4 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2022
- Office Locations
- 3
Office Locations
850 BEE Balm Trail Fort Mill SC
-- Mount Airy MD
-- NEW Market MD
About Intentional
Prime Wealth Management provides personalized, goals-based financial planning and pragmatic wealth management for families and individuals, retirees, business owners/entrepreneurs, and corporate retirement plans. Led by CFP® Dale Rice, the team uses an analytical, risk-aware approach to asset allocation and portfolio construction/rebalancing, and operates on the Raymond James platform.
Team overview
41 AVG AGE
$58.6M AVG AUM / ADVISOR
$439.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES E ROBERTS
Chief Compliance Officer
- CRD
- #5401304
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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P
PATRICK RYAN FERGUSON
--
- CRD
- #5610372
Available
Available
Available
DALE WINTERS RICE JR
--
- CRD
- #2644016
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,825,193 | $445,127 |
| Non-Discretionary | $0 | -- |
| Total | $175,825,193 | $445,127 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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