Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 29
Average Client Assets: $2.8 million
Frequently Asked Questions
INTELLIGENT INVESTING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286233), INTELLIGENT INVESTING is subject to fiduciary duty under federal law.
INTELLIGENT INVESTING serves 29 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, INTELLIGENT INVESTING offers financial planning and portfolio management for individuals. View all service details ↓
INTELLIGENT INVESTING manages $118 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, INTELLIGENT INVESTING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.20%
Average Client Assets: $2.8 million
Total Client Accounts: 289
Non-Discretionary Accounts: 289
Regulatory Filings
CRD Number: 286233
Filing ID: 2047509
Last Filing Date: 2026-01-30 10:23:08