Money Intelligence

Money Intelligence (CRD# 164597) is a financial advisory firm headquartered in Santa Clara, CA. They manage $155,999,160 in 419 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5201 Great America Pkwy, Suite 455, Santa Clara, CA 95054
http://www.moneyintel.com
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $372,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Money Intelligence
Showing 1 - 2 of 2 top financial advisors.
1
Monte Malhotra, financial advisor Santa Clara CA
Monte R. Malhotra
CRD#: 5809783
5201 Great America Pkwy, Suite 455, Santa Clara, CA 95054

Monte Malhotra (CRD# 5809783) is an Investment Advisor Representative working at Money Intelligence in Santa Clara, CA and has over 13 years of experience in the finance industry.

2
Frank Bruno, financial advisor Santa Clara CA
Frank P. Bruno
CRD#: 2304996
5201 Great America Pkwy, Suite 455, Santa Clara, CA 95054

Frank Bruno (CRD# 2304996) is an Investment Advisor Representative working at Money Intelligence in Santa Clara, CA and has over 27 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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