Intelligent Investment Management,llp
Intelligent Investment Management,llp (CRD# 108833) is a financial advisory firm headquartered in Durango, CO. They manage $81,459,589 in 236 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Intelligent Investment Management,llp
By the Numbers
-
Total Assets Under Management81MILLION
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Total Number of Accounts236ACCOUNTS
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Average Account Value$345,168
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Intelligent Investment Management,llp
1
James Brost (CRD# 5611651) is an Investment Advisor Representative working at Intelligent Investment Management,llp in Durango, CO and has over 15 years of experience in the finance industry.
2
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.
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