INTELLIGENT CROSS LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
288946
Registered since
January 17, 2018

Firm profile

FINTRX

Overview

Intelligent Cross LLC is a limited liability company that has been SEC-registered since 2018. The firm is identified as owned by a combination of a domestic entity and an individual and is classified in the source data as "unclassified," with no designation as a capital allocator. The record indicates the adviser does not position itself as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The source provides no detail on the firm's advisory activities, fee model, client segments, or investment preferences. Given those gaps, there is no public information here about how the firm constructs portfolios, its target clients, or typical mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOHN PALAZZO

    Chief Operating Officer, IntelligentCross ATSCRD 1362228

  • SCOTT KURSMAN

    Chief Compliance OfficerCRD 2590327

Contacts

3 of 22
  • BIQIANG LI

    Application Support AnalystCRD 6612318

  • SHARON FLANAGAN

    Co-HeadCRD 2051213

  • Alec Bulkin

    Quantitative AnalystCRD 7564460

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
Soundview Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth