Intelligent Investing
Firm details
- Headquarters
- ,
- CRD number
- 286233
- Registered since
- November 29, 2024
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.2%
- Individuals27.58%
- Charitable Organizations3.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Intelligent Investing is an independent RIA organized as an LLC and SEC-registered in 2024. Owned by an individual proprietor, the firm advises both individual/family and institutional clients, charging clients on a percentage-of-AUM basis. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses, and the firm also lists accounting as a business activity and affiliation. Intelligent Investing does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Brian Joyce
Financial Advisor and OwnerCRD 4797762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
HMS Financial Services, LLC
RIAColumbia, SC
Noble Wealth Partners
RIADenver, CO
Sandhill Wealth Management, Inc.
RIAWinter Park, FL
Jasper Capital Hong Kong Limited
RIAHong Kong Hong Kong
Terrafirma Wealth Partners
RIAWalnut Creek, CA