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Building 2INTELLIGENT 401K, LLC

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Phone(310) 251-8239
NotebookSEC #801-119531
Total AUM
$1.4M
Employees
4
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(310) 251-8239

ReceiptFinancials

Total AUM
$1.4M
Accounts
12
Discretionary
$1.4M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$1.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAUT

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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