Intelligent Investing

Intelligent Investing (CRD# 286436) is a financial advisory firm headquartered in Greenville, SC. They manage $45,904,767 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $342,573
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Intelligent Investing
Showing 1 - 2 of 2 top financial advisors.
1
Hans T. Blake
CRD#: 5982431
33 Market Point Drive, Greenville, SC 29607

Hans Blake (CRD# 5982431) is an Investment Advisor Representative working at Intelligent Investing in Greenville, SC and has over 12 years of experience in the finance industry.

2
Amanda J. Blake
CRD#: 7697287
33 Market Point Drive, Greenville, SC 29607

Amanda Blake (CRD# 7697287) is an Investment Advisor Representative working at Intelligent Investing in Greenville, SC and has 1 year of experience in the finance industry.

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