INTENTIONAL, LLC of FORT MILL, SC is an SEC-registered investment adviser (CRD 318570). Regulatory assets under management: $175.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| James E Roberts | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Dale Winters Rice | OWNER | — |
| ROBERTS JAMES E | CCO, PARTNER; CHIEF COMPLIANCE OFFICER; OWNER | — |
| RICE DALE WINTERS | INVESTMENT ADVISER, PARTNER; OWNER | — |