Intelligent Investment Management,llp

Intelligent Investment Management,llp (CRD# 108833) is a financial advisory firm headquartered in Durango, CO. They manage $54,918,763 in 213 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $257,835
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

CO

Financial Advisors at Intelligent Investment Management,llp
Showing 1 - 2 of 2 top financial advisors.
1
James M. Brost
CRD#: 5611651
150 East 9th St, Ste 333, Durango, CO 81301
96
Wealthminder
score

James Brost (CRD# 5611651) is an Investment Advisor Representative working at Intelligent Investment Management,llp in Durango, CO and has over 9 years of experience in the finance industry. James Brost has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory S. Wheeldon
CRD#: 4376708
150 East 9th Street, Suite 333, Durango, CO 81301
90
Wealthminder
score

Gregory Wheeldon (CRD# 4376708) is an Investment Advisor Representative working at Intelligent Investment Management,llp in Durango, CO and has 1 year of experience in the finance industry. Gregory Wheeldon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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