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RIA · CRD 310655SEC-Registered

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INTENTIONAL RETIREMENT, LLC

INTENTIONAL RETIREMENT, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2024. The firm manages approximately $150 million in assets.

Overview

INTENTIONAL RETIREMENT, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2024. The firm manages approximately $150 million in assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Which sectors does INTENTIONAL RETIREMENT, LLC explicitly avoid?

No sector exclusions have been publicly disclosed. Without any portfolio holdings or strategy documents, it is impossible to identify areas the firm avoids.

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