Intelligent Investing

Intelligent Investing (CRD# 135120) is a financial advisory firm headquartered in Clayton, CA. They manage $35,421,782 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6200 Center St., Suite 240, Clayton, CA 94517
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By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $454,125
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.

CA

Financial Advisors at Intelligent Investing
Showing 1 - 1 of 1 top financial advisors.
1
Rory Vanderheyden, financial advisor Clayton CA
Rory C. Vanderheyden
CRD#: 704480
6200 Center St., Suite 240, Clayton, CA 94517

Rory Vanderheyden (CRD# 704480) is an Investment Advisor Representative working at Intelligent Investing in Clayton, CA and has over 44 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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