Overview
Assets Under Management: $289 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 4
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.72
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 815
Discretionary Accounts: 606
Non-Discretionary Accounts: 209
Regulatory Filings
CRD Number: 108300
Filing ID: 1933652
Last Filing Date: 2025-03-03 13:53:00
Website: https://intelligentinvestment.com