Daniel
Flack

Intrinsic Value Partners, LLC

CRD#4699388
Investment Advisor
in Phoenix, AZ

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About this Advisor

Daniel Flack is a financial advisor based in Phoenix, Arizona, working with Intrinsic Value Partners, LLC. Daniel has previously held a position at Intrinsic Value Partners. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Daniel is part of Intrinsic Value Partners, LLC, which operates out of Phoenix, Arizona. The firm has 3 employees and manages assets totaling $159.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Intrinsic Value Partners, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

4742 N 24Th Street Suite 300
Phoenix, AZ 85016

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Intrinsic Value Partners, LLC Brokerage Details

Total Assets Under Management

$159,542,921

AZ Average: $1,555,372,352
Total Number of Employees

3

AZ Average: 37
Total Number of Accounts

201

AZ Average: 1,370
Average Account Size

$793,746

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Daniel Flack Work History

2012 - Present (13 years)

Intrinsic Value Partners

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel Flack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intrinsic Value Partners, LLC

Daniel Flack
Phoenix, AZ
Carter Pearl
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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