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Building 2INTELLICENTS INVESTMENT SOLUTIONS INC

Map pinALBERT LEA, MN
Phone507-377-2919
NotebookSEC #801-51382
Total AUM
$9.9B
Employees
80
Clients
8,280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
100 NORTH BROADWAY
ALBERT LEA
MN 56007
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
507-377-2919
Other Offices
12

ReceiptFinancials

Total AUM
$9.9B
Accounts
8,280
Discretionary
$6.9B
Accounts
4,197
Non-Discretionary
$3B
Accounts
4,083

ContactClients

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Individual Clients
7,018
AUM
$989.4M
HNW Individual Clients
758
AUM
$1.3B
Pension/Profit Sharing Plan Clients
504
AUM
$7.6B

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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