INTELLIFLO ADVISERS, INC.

ATLANTA, Georgia·3 registered advisors·CRD# 151692
SEC# 801-707341800-607-3340
01

Firm Overview

AUM
$91M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
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 ManagementWealth Management
04

Advisors at INTELLIFLO ADVISERS, INC.

3 registered advisors
Brian Edward Perryman
LOS ALTOS, California
Jeffrey Gerard Callahan
ATLANTA, Georgia
Robert William Keeler
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
2 advisors
LOS ALTOS, California
1 advisor

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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.