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INTELLIFLO ADVISERS, INC.
INTELLIFLO ADVISERS, INC.
ATLANTA, Georgia
·
18 registered advisors
·
CRD# 151692
SEC# 801-70734
1
800-607-3340
01
Firm Overview
AUM
$91M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
18
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: TECHNOLOGY FEES BASED ON AUM, FEES BASED ON OVERLAY SERVICES
03
Specialties
Investment Management
Wealth Management
04
Advisors at INTELLIFLO ADVISERS, INC.
18 registered advisors
Brian Edward Perryman
LOS ALTOS, California
CRD# 1379987
Bryan P Perryman
ATLANTA, Georgia
CRD# 4672189
Byron Ferguson
LOS ALTOS, California
CRD# 5716498
Clifford Jurie Schoeman
ATLANTA, Georgia
CRD# 7355824
Colin Meadows
ATLANTA, Georgia
CRD# 6045994
David Blumenthal
LOS ALTOS, California
CRD# 5716490
Denis A Pichanick
ATLANTA, Georgia
CRD# 7489261
Jeffrey Gerard Callahan
ATLANTA, Georgia
CRD# 6007218
Kevin Berkowitz
LOS ALTOS, California
CRD# 6317241
Kevin David Cimring
LOS ALTOS, California
CRD# 5715435
Kevin Kevork Babikian
ATLANTA, Georgia
CRD# 6021659
Mark Levy
LOS ALTOS, California
CRD# 6317242
Matthew Rennie
LOS ALTOS, California
CRD# 5716497
Michael Jeffrey Blumenthal
LOS ALTOS, California
CRD# 1928937
Robert Harris Rigsby
ATLANTA, Georgia
CRD# 6611555
Robert William Keeler
ATLANTA, Georgia
CRD# 4308243
Simon Paul Roy
LOS ALTOS, California
CRD# 4507312
Suzanne Eileen Christensen
ATLANTA, Georgia
CRD# 2820579
05
Office Locations
ATLANTA, Georgia
9 advisors
LOS ALTOS, California
9 advisors
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Data sourced from SEC Form ADV filings. INTELLIFLO ADVISERS, INC. (CRD# 151692) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.