other names
  • INTELLIGENT INVESTING
  • BRIAN JOYCE, LLC

Adviser Profile

As of Date 01/30/2026
Registration SEC, Approved, 11/29/2024
Other registrations (4)
Former registrations

BRIAN JOYCE, LLC

Contact Info 970 xxxxxxx
Websites
AUM* 118,500,000 9%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 410,035 -6%
% High Net Worth 29.90% 0%
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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

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

Private Funds

No private funds

Employees