INTELLIGENT INVESTMENT MANAGEMENT,LLP

RIASEC Registered
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$979K
Accounts
107
Employees
4
Advisory reps
2

Firm details

Headquarters
DURANGO, Colorado
CRD number
108833
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, US Government Bonds 26%, Exchange Traded Equities 10%, Cash & Cash Equivalents 2%62%
  • Public Funds/Mutual Funds62%
  • US Government Bonds26%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • JAMES BROST

    Co-Chief Investment OfficerCRD 5611651

  • JEAN WHEELDON

    Chief Financial OfficerCRD 5565284

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth