INTELLIGENT CAPITALWORKS
Total AUM
$376.6M
Employees
6Clients
99Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16427 NORTH SCOTTSDALE ROAD
SUITE 350
SCOTTSDALE
AZ 85254-1595
United States
SUITE 350
SCOTTSDALE
AZ 85254-1595
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
480-951-2900
Financials
Total AUM
$376.6M
Accounts
341Discretionary
$376.6M
Accounts
341Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
17AUM
$8.5M
HNW Individual Clients
79AUM
$352.9M
Pension/Profit Sharing Plan Clients
1AUM
$5.3M
Charitable Organization Clients
2AUM
$9.9M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCADEFLLATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.