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Intrinzia, LLC (Minneapolis)


Intrinzia, LLC is a large advisory firm based in Minneapolis. It manages $308.78 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Minnesota.




Intrinzia provides financial planning services and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Intrinzia: assets under management

The assets under management (AUM) of Intrinzia, LLC is $308.78 million. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $173.4 million in discretionary accounts and $135.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.94 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.92 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intrinzia, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Intrinzia, LLC performs its advisory services is located at 121 S. Eighth Street, Minneapolis, MN 55402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-767-5620 or by fax 612-767-5638. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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