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Building 2INTELLIGENT CAPITALWORKS

Map pinSCOTTSDALE, AZ
Phone480-951-2900
NotebookSEC #801-64460
Total AUM
$376.6M
Employees
6
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16427 NORTH SCOTTSDALE ROAD
SUITE 350
SCOTTSDALE
AZ 85254-1595
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-951-2900

ReceiptFinancials

Total AUM
$376.6M
Accounts
341
Discretionary
$376.6M
Accounts
341
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$8.5M
HNW Individual Clients
79
AUM
$352.9M
Pension/Profit Sharing Plan Clients
1
AUM
$5.3M
Charitable Organization Clients
2
AUM
$9.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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