Intelliwealth Financial Advisors, Ltd
Intelliwealth Financial Advisors, Ltd (CRD# 132594) is a financial advisory firm headquartered in Dallas, TX. They manage $15,000,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$178,571
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
David Boden (CRD# 2028263) is an Investment Advisor Representative working at Intelliwealth Financial Advisors, Ltd in Dallas, TX and has over 27 years of experience in the finance industry.