INTELLIGENT INVESTMENT MANAGEMENT,LLP
Firm details
- Headquarters
- DURANGO, Colorado
- CRD number
- 108833
- Website
- www.intelligentim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI69.46%
- Individuals26.17%
- Corporations / Businesses4.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Intelligent Investment Management, LLP is an independent registered investment adviser organized as a limited liability partnership. The firm serves a mix of individual, family and institutional clients and charges fees based on a percentage of assets under management alongside other fee arrangements. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds62%
- US Government Bonds26%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2JAMES BROST
Co-Chief Investment OfficerCRD 5611651
JEAN WHEELDON
Chief Financial OfficerCRD 5565284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DURANGO, CO
LA PLATA
Location
DURANGO, CO
Headquartered in DURANGO, CO, in the West of the United States.
- Region
- West
- County
- LA PLATA
- Address
- 150 E 9th St
- Time zone
- MT (UTC-7)
- Office locations
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