Intelligent Capitalworks
Intelligent Capitalworks (CRD# 135081) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $120,326,192 in 242 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management120MILLION
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Total Number of Accounts242ACCOUNTS
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Average Account Value$497,216
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, DE, FL, TX
R. Scott Chalmers (CRD# 4281523) is an Investment Advisor Representative working at Intelligent Capitalworks in Fort Myers, FL and has over 16 years of experience in the finance industry. R. Scott Chalmers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Vincent Rossi (CRD# 1201864) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 24 years of experience in the finance industry. Vincent Rossi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.