Intelligent Capitalworks

Intelligent Capitalworks (CRD# 135081) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $297,600,000 in 302 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254
https://www.intelligentcapitalworks.com
By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $985,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DE, FL, LA, TX

Financial Advisors at Intelligent Capitalworks
Showing 1 - 4 of 4 top financial advisors.
1
Monique Pressley, financial advisor Scottsdale AZ
Monique M. Pressley
CRD#: 3137684
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254

Monique Pressley (CRD# 3137684) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 25 years of experience in the finance industry.

2
Charles Rossi, financial advisor Scottsdale AZ
Charles V. Rossi
CRD#: 6712618
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254

Charles Rossi (CRD# 6712618) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 7 years of experience in the finance industry.

3
Vincent Rossi, financial advisor Scottsdale AZ
Vincent H. Rossi
CRD#: 1201864
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254

Vincent Rossi (CRD# 1201864) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 31 years of experience in the finance industry.

4
Michael Rossi, financial advisor Scottsdale AZ
Michael R. Rossi
CRD#: 7471043
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254

Michael Rossi (CRD# 7471043) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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