Intera Financial Planners LLC
Intera Financial Planners LLC (CRD# 321627) is a financial advisory firm headquartered in , . They manage $11,352,797 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Intera Financial Planners LLC
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$315,355
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Intera Financial Planners LLC
1
Elizabeth Griffiths (CRD# 7546642) is an Investment Advisor Representative working at Intera Financial Planners LLC in Avon Lake, OH and has 1 year of experience in the finance industry.
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