Intelligent Capitalworks
Intelligent Capitalworks (CRD# 135081) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $247,300,000 in 269 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management247MILLION
-
Total Number of Accounts269ACCOUNTS
-
Average Account Value$919,331
- 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, CA, DE, FL, LA, TX
Monique Pressley (CRD# 3137684) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Charles Rossi (CRD# 6712618) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 5 years of experience in the finance industry. Charles 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.
Vincent Rossi (CRD# 1201864) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has over 29 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.
Kyle Geschwender (CRD# 7471156) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has 1 year of experience in the finance industry.
Michael Rossi (CRD# 7471043) is an Investment Advisor Representative working at Intelligent Capitalworks in Scottsdale, AZ and has 1 year of experience in the finance industry.