INTELUS ADVISORY GROUP, LLC

Overview

Intelus Advisory Group, LLC is an independent RIA that blends fee-based advisory work with broker-dealer activity. The firm serves both individual and family clients as well as institutional clients and offers a range of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm also acts as a capital allocator, placing client capital with third-party managers when appropriate. Investment approach emphasizes pooled public vehicles: the largest portion of client assets is managed via mutual funds and similar public fund structures. Intelus Advisory Group works in both discretionary and non-discretionary capacities and maintains the ability to source annuity products through its broker-dealer affiliation. The firm is not an active ESG investor per its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices