Intelligent Capitalworks

Intelligent Capitalworks (CRD# 135081) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $138,700,000 in 260 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
16427 North Scottsdale Road, Suite 260, Scottsdale, AZ 85254
https://www.intelligentcapitalworks.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $533,462
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, DE, FL, TX

Financial Advisors at Intelligent Capitalworks
Showing 1 - 4 of 4 top financial advisors.
1
R. Scott Chalmers, financial advisor Fort Myers FL
R. Scott Chalmers
CRD#: 4281523
Fort Myers, FL
96
Wealthminder
score

R. Scott Chalmers (CRD# 4281523) is an Investment Advisor Representative working at Intelligent Capitalworks in Fort Myers, FL and has over 17 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.

2
Monique Pressley, financial advisor Scottsdale AZ
Monique M. Pressley
CRD#: 3137684
16427 North Scottsdale Road, Suite 260, Scottsdale, AZ 85254
93
Wealthminder
score

Monique Pressley (CRD# 3137684) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 19 years of experience in the finance industry.

3
Charles Rossi, financial advisor Scottsdale AZ
Charles V. Rossi
CRD#: 6712618
16427 North Scottsdale Road, Suite 260, Scottsdale, AZ 85254
88
Wealthminder
score

Charles Rossi (CRD# 6712618) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has 1 year of experience in the finance industry.

4
Vincent Rossi, financial advisor Scottsdale AZ
Vincent H. Rossi
CRD#: 1201864
16427 North Scottsdale Road, Suite 260, Scottsdale, AZ 85254
86
Wealthminder
score

Vincent Rossi (CRD# 1201864) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 25 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.

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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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