Sign in
Create a free account
INTELLIGENCE DRIVEN ADVISERS, LLC
CARLSBAD, CA
(888) 401-2083
SEC #801-114418Total AUM
$881.9M
Employees
22Clients
660Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2792 GATEWAY ROAD
CARLSBAD
CA 92009
United States
CARLSBAD
CA 92009
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
(888) 401-2083
Other Offices
1
Financials
Total AUM
$881.9M
Accounts
659Discretionary
$881.9M
Accounts
659Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
228AUM
$70.5M
HNW Individual Clients
421AUM
$771.1M
Investment Company Clients
1AUM
$29.5M
Pension/Profit Sharing Plan Clients
4AUM
$5.5M
Charitable Organization Clients
2AUM
$891K
Corporation or Business Clients
4AUM
$4.4M
Services
Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLLANENVTXUTVAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.