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Justin Pan

Advisor at Intrinsic Insights LLC

Updated today
Intrinsic Insights LLC logo

Firm

Intrinsic Insights LLC

Location

Vienna, VA

Credentials

Series 65

Industry experience

6 years

About

Justin Pan is the sole owner and manager of Intrinsic Insights LLC, an investment research firm based in Vienna, VA. He holds a Series 65 designation and has six years of industry experience. Prior to founding Intrinsic Insights in 2019, he worked at Accenture for eight years. Pan also publishes research articles on Seeking Alpha, receiving compensation for his writing. Intrinsic Insights LLC provides investment research services to individuals, families, trusts, businesses, and corporations through fee-based advisory engagements, proprietary reports, and newsletters. The firm emphasizes valuation techniques such as discounted cash flow and scenario analysis, operates on a fee-only basis, and focuses exclusively on investment research and publication without managing client assets.

Client services

Based on Intrinsic Insights LLC

Security ratings or pricing
Investment research engagements/special projects

Expertise

Based on Intrinsic Insights LLC

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Project-based

$165 per hour plus expenses

Other

Fee-only: $165 per hour plus expenses; all fees are negotiable

Location

Vienna, VA

Most active in

Virginia

Work history

Intrinsic Insights LLC

2019 - Present (7 years)

Accenture

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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