Mark
Travis
Intrepid Capital Management Inc
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About this Advisor
Mark Travis is a financial advisor based in Jacksonville Beach, Florida, working with Intrepid Capital Management Inc. Mark has previously held a position at Intrepid Capital Management. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Mark is part of Intrepid Capital Management Inc, which operates out of Jacksonville Beach, Florida. The firm has 17 employees and manages assets totaling $762.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Intrepid Capital Management Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
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Intrepid Capital Management Inc Brokerage Details
$762,517,077
17
569
$1,340,100
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mark Travis Work History
Intrepid Capital Management
Disclosures
Please visit the SEC profile of Mark Travis 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 Intrepid Capital Management Inc
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
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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