RIA Intel›Advisers›Michigan›INTI LLC

INTI LLC

Advisory

MI

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account
$1M
across 10 accounts
AUM per adviser
$4M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
10
Employees
3

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$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees3
Investment Advisers3
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.

KB WEALTH MANAGEMENT, LLC
BLOOMFIELD HILLS, MI
$12M
GLOBAL PORTFOLIO SERVICES LLC
$12M
MIDDLE COAST INVESTING LLC
$12M
OLIVE TREE ASSET MANAGEMENT, LLC
$13M
THE FINANCIAL PLANNING COMPANY LLC
$12M
PLANVESTING, LLC
$13M

Get the full picture on INTI LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track INTI LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans