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Building 2INTELLICAPITAL ADVISORS LLC

Map pinPONTE VEDRA, FL
Phone866-438-1958
NotebookSEC #801-135277
Total AUM
$118.9M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4210 VALLEY RIDGE BLVD #130, 141, 142
PONTE VEDRA
FL 32081
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
866-438-1958

ReceiptFinancials

Total AUM
$118.9M
Accounts
451
Discretionary
$113.3M
Accounts
320
Non-Discretionary
$5.6M
Accounts
131

ContactClients

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Individual Clients
30
AUM
$12.7M
HNW Individual Clients
49
AUM
$106.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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