Intelligent Capitalworksverified_user

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Last updated: January 21st, 2020. Data source: SEC filings.

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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 8
Percentage of Advisors Trusted 75%
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 Forms and Brochures    (CRD # 135081)
State(s) Registered AZ, DE, FL, LA, TX

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