Money Intel

Money Intel (CRD# 164597) is a financial advisory firm headquartered in , . They manage $22,464,892 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $74,883
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Money Intel
Showing 1 - 2 of 2 top financial advisors.
1
Monte R. Malhotra
CRD#: 5809783
Cupertino, CA
93
Wealthminder
score

Monte Malhotra (CRD# 5809783) is an Investment Advisor Representative working at Money Intel in Cupertino, CA and has over 6 years of experience in the finance industry.

2
Carl A. Hallengren
CRD#: 6099688
Cupertino, CA
90
Wealthminder
score

Carl Hallengren (CRD# 6099688) is an Investment Advisor Representative working at Money Intel in Cupertino, CA and has over 4 years of experience in the finance industry.

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