Overview
Assets Under Management: $275 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 37
Average Client Assets: $3.4 million
Frequently Asked Questions
LDINTELLIGENCE LLC 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 #288253), LDINTELLIGENCE LLC is subject to fiduciary duty under federal law.
LDINTELLIGENCE LLC is headquartered in SCOTTSDALE, AZ.
LDINTELLIGENCE LLC serves 37 high-net-worth clients according to their SEC filing dated September 25, 2018. View client details ↓
According to their SEC Form ADV, LDINTELLIGENCE LLC offers financial planning and portfolio management for individuals. View all service details ↓
LDINTELLIGENCE LLC manages $275 million in client assets according to their SEC filing dated September 25, 2018.
According to their SEC Form ADV, LDINTELLIGENCE LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.07%
Average Client Assets: $3.4 million
Total Client Accounts: 365
Discretionary Accounts: 365
Regulatory Filings
CRD Number: 288253
Filing ID: 1241865
Last Filing Date: 2018-09-25 12:56:00