RIA Intel›Advisers›Michigan›FINTENTIONAL LLC

FINTENTIONAL LLC

Advisory

MI

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$285K
across 71 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$20M
Discretionary %
11.8%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$20M
Discretionary AUM$2M
Non-Discretionary AUM$18M
Discretionary %11.8%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

UPBEAT FINANCIAL INCORPORATED
$20M
GLASS RETIREMENT STRATEGIES, INC.
WEST BLOOMFIELD, MI
$20M
-11.9% 1Y
HEAL FINANCIAL LLC
$20M
TACTICAL ALLOCATION GROUP, LLC
BIRMINGHAM, MI
$20M
-79.4% 1Y
FINANCIAL PLANNING CONSULTANTS OF NORTHERN MICHIGAN,INC.
ELK RAPIDS, MI
$20M
4SQUARE ADVISORY SERVICES, INC.
FENTON, MI
$20M

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