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Alex Klingensmith

INTELLIGENCE DRIVEN ADVISERS, LLC·CARLSBAD, California
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2792 GATEWAY ROAD, CARLSBAD, CA 92009CRD# 5976863Firm CRD# 299589
01

About

Alex Klingensmith is a registered financial advisor based in CARLSBAD, California, affiliated with INTELLIGENCE DRIVEN ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INTELLIGENCE DRIVEN ADVISERS, LLC
INTELLIGENCE DRIVEN ADVISERS, LLC
AUM
$978M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at INTELLIGENCE DRIVEN ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5976863
Firm CRD# 299589
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alex Klingensmith offer?
Alex Klingensmith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.
What are Alex Klingensmith's credentials?
Alex Klingensmith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Klingensmith located?
Alex Klingensmith is based in CARLSBAD, California, working with INTELLIGENCE DRIVEN ADVISERS, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Alex Klingensmith charge for services?
Alex Klingensmith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTELLIGENCE DRIVEN ADVISERS, LLC?
INTELLIGENCE DRIVEN ADVISERS, LLC has approximately 17 employees and manages $978M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARLSBAD
Scott Spiering — ANCHOR BAY CAPITAL, INC.Jason Richard Labrum — INTELLIGENCE DRIVEN ADVISERS, LLCJordie Elizabeth Czapinski — INTELLIGENCE DRIVEN ADVISERS, LLCRichard Levere Labrum — LABRUM CAPITAL ADVISORS, LLCSusan J Pesavento — FINANCIAL ADVISERS OF AMERICA, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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