INTELLIGENT INVESTING
other names
- INTELLIGENT INVESTING
- INTELLIGENT INVESTING, LLC
- INTELLIGENT INVESTING ADVISORS
Adviser Profile
| As of Date | 02/11/2026 |
| Registration | South Carolina, Approved, 04/24/2017 |
|
|
|
| ADV Location | GREENVILLE, SC, United States |
| Contact Info | 864 xxxxxxx |
| Websites |
| AUM* | 54,297,390 18% |
| of that, discretionary | 53,196,141 27% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 430,932 26% |
| % High Net Worth | 45.45% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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)
Reported AUM
1
1
1
1
Private Funds
No private funds