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).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • 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
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

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 S. Wheeldon
CRD#: 4376708
150 East 9th Street, Suite 333, Durango, CO 81301

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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