Intentional Finance

Finance · New Mexico, United States · 1-10 Employees

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Overview

Headquarters

7770 Jefferson St NE Ste 430, Albuquerqu...

Phone Number

(505) 563-4500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
1
1
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1

About Intentional Finance

Intentional Finance LLC is an independent, woman-owned Registered Investment Adviser based in Albuquerque, NM, focused on holistic financial planning and personalized investment strategies. They offer a range of services including comprehensive financial planning, investment management, retirement preparedness, and estate planning, catering to clients experiencing life changes. The firm emphasizes building trust and acting in the best interests of their clients, empowering them to make informed financial decisions. Their target clients include individuals seeking to manage financial stress and achieve long-term financial goals.Explore more
Intentional Finance's Social MediaPopular SearchesIntentional Finance LLCIntentionalfinancellcSIC Code 62,628NAICS Code 52,523Show more

Intentional Finance Org Chart

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MF
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Office Manager

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Financial Advisor & Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Intentional Finance

<$5M
1-10
Private
-
2017
MF
Marcia FinicalOffice Manager
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Intentional Finance is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Intentional Finance is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Intentional Finance.

Intentional Finance Tech Stack

A closer look at the technologies used by Intentional Finance

Top Finance Companies

Frequently Asked Questions Regarding Intentional Finance

What is Intentional Finance's official website?
Intentional Finance's official website is www.intentionalfinancellc.com
What is Intentional Finance's Revenue?
Intentional Finance's revenue is <$5 Million
What is Intentional Finance's SIC code?
Intentional Finance's SIC: 62,628
What is Intentional Finance's NAICS code?
Intentional Finance's NAICS: 52,523
How many employees does Intentional Finance have?
Intentional Finance has 1-10 employees
What industry does Intentional Finance belong to?
Intentional Finance is in the industry of: Finance, Securities Trading
What is Intentional Finance competition?
Intentional Finance top competitors include: Phase 2 Wealth Advisors, Lipscomb Investment Group, Goodrich and Associates, Botkin Family Wealth Management
What technology does Intentional Finance use?
Some of the popular technologies that Intentional Finance uses are: Google Remarketing, DoubleClick, Microsoft 365, Google Ads
How do I contact Intentional Finance?
Intentional Finance contact info: Phone number: (505) 563-4500 Website: www.intentionalfinancellc.com
What does Intentional Finance do?

Intentional Finance LLC is an independent, woman-owned Registered Investment Adviser based in Albuquerque, NM, focused on holistic financial planning and personalized investment strategies. They offer a range of services including comprehensive financial planning, investment management, retirement preparedness, and estate planning, catering to clie... nts experiencing life changes. The firm emphasizes building trust and acting in the best interests of their clients, empowering them to make informed financial decisions. Their target clients include individuals seeking to manage financial stress and achieve long-term financial goals.Read More

What are Intentional Finance social media links?
Intentional Finance Linkedin page Intentional Finance Facebook page
Is Intentional Finance a public company?
Intentional Finance is private company therefore does not currently have an official ticker symbol
See more information about Intentional Finance

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