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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Fintentional LLC 3 years, 1 month Jul 2016 - Present
Portfolio Solutions LLC 7 months Oct 2015 - May 2016
Portfolio Solutions, LLC 4 years, 3 months Jul 2011 - Oct 2015
Green Path Debt Solutions 4 years, 4 months Mar 2007 - Jul 2011

Designations & Memberships

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Articles and Answers

Insights by Michael Palazzolo

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 13, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Fintentional LLC

Last updated on Feb. 26, 2019
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      Total Assets Under Management
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Hourly Charges
  • Fixed Fees