Intelligent Investing

Intelligent Investing (CRD# 286436) is a financial advisory firm headquartered in Greenville, SC. They manage $45,291,535 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
33 Market Point Drive, Greenville, SC 29607
http://www.investedwithyou.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $323,511
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
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.

SC

Financial Advisors at Intelligent Investing
Showing 1 - 2 of 2 top financial advisors.
1
Hans Blake, financial advisor Greenville SC
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 11 years of experience in the finance industry.

2
Amanda Blake, financial advisor Greenville SC
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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