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Intrinsic Wealth Counsel, Inc.

● SEC registered since 1984CRD 105022SEC# 801-21151Tempe, AZ
Export (members)
Reg. AUM
$287.4M
Employees
7
Accounts
683
Location
Tempe, AZ

Intrinsic Wealth Counsel, Inc. assets under management

Intrinsic Wealth Counsel, Inc. operates as an SEC-registered investment adviser based in Tempe, AZ. The firm has been registered since 1984. It reports $287.4 million in regulatory assets under management and employs 7 people.
www.intrinsicwealthcounsel.comView on SEC.gov ↗

Intrinsic Wealth Counsel, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Cornelius H. Van ZutphenCio25-50%2013
Cornelius Henry Van Zutphen ControlPresident50-75%2013
Daniela Urs JonesVp10-25%2022
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Frequently asked questions

How much does Intrinsic Wealth Counsel, Inc. manage?

Intrinsic Wealth Counsel, Inc. reports $287.4 million in regulatory assets under management on its Form ADV.

How many employees does Intrinsic Wealth Counsel, Inc. have?

Intrinsic Wealth Counsel, Inc. reports 7 employees.

Where is Intrinsic Wealth Counsel, Inc. located?

Intrinsic Wealth Counsel, Inc. is based in Tempe, AZ and has been SEC-registered since 1984.

Does Intrinsic Wealth Counsel, Inc. disclose fund performance?

Intrinsic Wealth Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ 85281
Phone480-924-5613
Fax480-924-8062
Office hours9-5 M-Th 9-4 Fri
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$286.8M
Non-discretionary$670K
Total (RAUM)$287.4M