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INTECH

WEST PALM BEACH, FL · CRD 119232 · IAPD ↗ · (561) 775-1100

$15.47BRegulatory AUM
11Advisory reps
41Employees
0Clients
n/aPlanning clients
5Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — INTECH reported RAUM up 52% ($8.80B -> $13.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
May 2024 — INTECH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2024 — INTECH reported RAUM down 48% ($17.14B -> $8.98B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — INTECH shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.