Intrepid Private Wealth
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1400 Marsh Landing Pkwy Ste 106, Jackson...Phone Number
(904) 246-3433Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
1
1
1
About Intrepid Private Wealth
Intrepid Private Wealth offers independent wealth management services, focusing on providing objective financial advice tailored to clients' unique circumstances. The firm emphasizes a deep understanding of clients' financial affairs and aims to exceed fiduciary standards by offering education and personalized recommendations. With a stable and experienced team, Intrepid creates customized portfolios and provides access to exclusive investment opportunities. Their target clients are individuals seeking thoughtful and strategic guidance for their financial future.Explore more
Intrepid Private Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Intrepid Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Intrepid Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Intrepid Private Wealth.
Intrepid Private Wealth Tech Stack
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Intrepid Private Wealth offers independent wealth management services, focusing on providing objective financial advice tailored to clients' unique circumstances. The firm emphasizes a deep understanding of clients' financial affairs and aims to exceed fiduciary standards by offering education and personalized recommendations. With a stable and exp... Read More
