Last updated: February 18th, 2020. Data source: SEC filings.
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Intelligent Capitalworks, federally registered in 2005, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advisors. Intelligent Capitalworks manages $162.2 million and provides investment advisory services for 74 clients (1:19 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||17|
|Percentage of Advisors Trusted||50%|
|Average Client Balance||$2,191,891|
|Total AUM||$162.2 million|
|Advisor / Client Ratio||1:19|
|SEC Filings||View SEC IAPD CRD #135081|
|State(s) Registered||AZ, DE, FL, LA, TX|