INTELLIGENCE DRIVEN ADVISERS, LLC - Financial Advisor in California, Carlsbad

Tel: (888) 401-2083 2792 Gateway Road Carlsbad, California 92009

About INTELLIGENCE DRIVEN ADVISERS, LLC

INTELLIGENCE DRIVEN ADVISERS, LLC is a Carlsbad, California based financial advisory firm with nearly $977,894,615 in assets under management and provides investment advisory services for 1002 clients. There are currently 17 financial advisors at the firm.

General Information

Firm CRD#:

299589

Firm SEC#:

801-114418

Assets Under Management:

$977,894,615

No. of Clients:

1002

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$16,949,000,000

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$362,311,582

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$204,392,308

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