Intelliwealth Financial Advisors, Ltd

Intelliwealth Financial Advisors, Ltd (CRD# 132594) is a financial advisory firm headquartered in Plano, TX. They manage $17,000,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5465 Legacy Drive, Suite 650, Plano, TX 75024
http://www.intelliwealth.net
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $217,949
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Intelliwealth Financial Advisors, Ltd
Showing 1 - 1 of 1 top financial advisors.
1
David Boden, financial advisor Plano TX
David A. Boden
CRD#: 2028263
5700 Granite Parkway, Suite 200, Plano, TX 75024

David Boden (CRD# 2028263) is an Investment Advisor Representative working at Intelliwealth Financial Advisors, Ltd in Plano, TX and has over 34 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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