1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INTELLUS ADVISORS, LLC

Map pinNAPLES, FL
Phone239-649-3600
NotebookSEC #801-131142
Total AUM
$1.4B
Employees
15
Clients
1,029

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8625 TAMIAMI TRAIL N.
SUITE 301
NAPLES
FL 34108
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
239-649-3600
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,462
Discretionary
$1.3B
Accounts
3,301
Non-Discretionary
$51.4M
Accounts
161

ContactClients

View more in analytics →

Individual Clients
845
AUM
$413.2M
HNW Individual Clients
157
AUM
$867.7M
Banking Clients
10
AUM
$12.4M
Pension/Profit Sharing Plan Clients
8
AUM
$21M
Corporation or Business Clients
9
AUM
$36M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTFLGAILINLAMAMDMINCNENHNJNVNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account