Managing Member, Member, CCO · Intrinsic Value Partners, LLC
Daniel S. Flack
CRD 4699388 · Named on Form ADV at one SEC-registered adviser
At a glance
Intrinsic Value Partners, LLC, an SEC-registered wealth manager based in Phoenix, AZ with $221 million in regulatory assets, lists Daniel S. Flack on its Form ADV as Managing Member, Member, CCO, a control person.
Firms and roles
- Intrinsic Value Partners, LLCManaging Member, Member, CCOWealth manager · Phoenix, AZ · $221M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Carter A. PearlManaging Member, Member, CEO, Intrinsic Value Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.