Intelligent Investing
Intelligent Investing (CRD# 286233) is a financial advisory firm headquartered in , . They manage $75,000,000 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Intelligent Investing
By the Numbers
-
Total Assets Under Management75MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$797,872
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, MA
Financial Advisors at Intelligent Investing
1
Brian Joyce (CRD# 4797762) is an Investment Advisor Representative working at Intelligent Investing in Loveland, CO and has over 18 years of experience in the finance industry.
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