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).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $919,331
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, CA, DE, FL, LA, TX

Financial Advisors at Intelligent Capitalworks
Showing 1 - 5 of 5 top financial advisors.
1
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 23 years of experience in the finance industry.

2
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 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.

3
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 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.

4
Kyle J. Geschwender
CRD#: 7471156
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254

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.

5
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 1 year of experience in the finance industry.

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