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
https://www.linkedin.com/in/brianjoycecfp/
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, MA

Financial Advisors at Intelligent Investing
Showing 1 - 1 of 1 top financial advisors.
1
Brian Joyce, financial advisor Loveland CO
Brian A. Joyce
CRD#: 4797762
Loveland, CO

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.

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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