I
CRD: 322461
Inti LLC
Ypsilanti, MI
7346802424
$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
3 Employees
10 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2022
- Office Locations
- 1
Office Locations
-- Ypsilanti MI
About Inti LLC
Inti LLC is a Ypsilanti-based RIA. The firm has been operating for 4 years. Managing $12.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Element vertex
Services
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Owner & Executives
R
Roger Alejandro Henriquez Casanova
Chief Compliance Officer, FOUNDER
- CRD
- --
- Ownership
- 75% or more
(825) 413-4205
wave.wave@glaciercapital.com
in linkedin.com/in/signal-vector
Showing 1 of 1 owners & executives
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V
VINCENT WILLEM ALBERT DERKS
--
- CRD
- #7772777
(408) 975-1338
glacier.ridge@eaglecapital.com
in linkedin.com/in/prime-vector
ROGER ALEJANDRO HENRIQUEZ CASANOVA
Founder
- CRD
- #5943619
(426) 750-9708
quantum.foundation@ridgecapital.com
in linkedin.com/in/momentum-meridian
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,281,633 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,281,633 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,281,633
Public Funds:
9.7% Cash:
19.8% Equity - Exchange:
25.0% Corporate - Non-Investment Grade:
6.6% Corporate - Investment Grade:
8.7% U.S. Government/Agency:
9.7% Private Funds:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $836,404,345 | 9.7% |
| Cash | $1,707,299,592 | 19.8% |
| Equity - Exchange | $2,155,681,303 | 25.0% |
| Corporate - Non-Investment Grade | $569,099,864 | 6.6% |
| Corporate - Investment Grade | $750,177,093 | 8.7% |
| U.S. Government/Agency | $836,404,345 | 9.7% |
| Private Funds | $1,767,658,669 | 20.5% |
| Total | $8,622,725,211 | 100.0% |