Intelligent Capitalworksverified_user

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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.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted 50%
Minimum Investment $2,000,000
Average Client Balance $2,191,891
Total AUM $162.2 million
Advisor / Client Ratio 1:19
Headquarters Scottsdale, AZ
SEC Filings View SEC IAPD CRD #135081
State(s) Registered AZ, DE, FL, LA, TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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