| Name | Title | Ownership | Since |
|---|---|---|---|
| Bcb, LLC | Member | 5-10% | 1998 |
| Chad Alan Bailey Control | Chief Compliance Officer | Under 5% | 2019 |
| Haney Financial, Inc. | Member | 5-10% | 1999 |
Intrepid Financial Planning Group, LLC reports $355 million in regulatory assets under management on its Form ADV.
Intrepid Financial Planning Group, LLC reports 3 employees.
Intrepid Financial Planning Group, LLC is based in Carmel, IN and has been SEC-registered since 2002.
Intrepid Financial Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2454 E. 116th Street, Carmel, IN 46032 |
| Phone | 317-818-1776 |
| Fax | 317-818-1774 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $355M |
| Non-discretionary | $0 |
| Total (RAUM) | $355M |