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Gregory Stephen Wheeldon

INTELLIGENT INVESTMENT MANAGEMENT,LLP·DURANGO, Colorado
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150 EAST 9TH ST, DURANGO, CO 81301CRD# 4376708Firm CRD# 108833
01

About

Gregory Stephen Wheeldon is a registered financial advisor based in DURANGO, Colorado, affiliated with INTELLIGENT INVESTMENT MANAGEMENT,LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTELLIGENT INVESTMENT MANAGEMENT,LLP
INTELLIGENT INVESTMENT MANAGEMENT,LLP
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INTELLIGENT INVESTMENT MANAGEMENT,LLP →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4376708
Firm CRD# 108833
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Stephen Wheeldon offer?
Gregory Stephen Wheeldon specializes in Financial Planning, Investment Management. Contact their office in DURANGO, Colorado for a consultation.
What are Gregory Stephen Wheeldon's credentials?
Gregory Stephen Wheeldon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Stephen Wheeldon located?
Gregory Stephen Wheeldon is based in DURANGO, Colorado, working with INTELLIGENT INVESTMENT MANAGEMENT,LLP. Their office serves clients in the DURANGO metropolitan area and surrounding communities.
How does Gregory Stephen Wheeldon charge for services?
Gregory Stephen Wheeldon'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 INTELLIGENT INVESTMENT MANAGEMENT,LLP?
INTELLIGENT INVESTMENT MANAGEMENT,LLP has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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