INTELLIGENT INVESTING

Company Profile

As of Date 03/30/2026
Websites
AUM* 217,217,095 14%
of that, discretionary 53,196,141 27%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 352,054 288%
High Net Worth 25.12% -5%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

119M 102M 85M 68M 51M 34M 17M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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