Ian Cassel (CRD# 4414077) is an Investment Advisor Representative working at Intelligent Fanatics Capital Management, LLC in Lititz, PA and has over 5 years of experience in the finance industry.
CRD# 5472786
Foresight Financial Planning LLC
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelligent Fanatics Capital Management LLC | Lititz, PA | Sep 2018 - Current | 5 |
| Intelligent Fanatics LLC | Newfield, NY | Jun 2016 - Current | 7 |
| Microcapclub LLC | Lititz, PA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- PA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$663,867
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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