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INTELLIGENCE DRIVEN ADVISERS, LLC
INTELLIGENCE DRIVEN ADVISERS, LLC
CARLSBAD, California
·
4 registered advisors
·
CRD# 299589
SEC# 801-114418
2
(888) 401-2083
01
Firm Overview
AUM
$978M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INTELLIGENCE DRIVEN ADVISERS, LLC
4 registered advisors
Alex Klingensmith
CARLSBAD, California
CRD# 5976863
James Anthony Pupillo
CARLSBAD, California
CRD# 1714650
Jason Richard Labrum
CARLSBAD, California
CRD# 3129980
Jordie Elizabeth Czapinski
CARLSBAD, California
CRD# 5304232
05
Office Locations
CARLSBAD, California
4 advisors
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Data sourced from SEC Form ADV filings. INTELLIGENCE DRIVEN ADVISERS, LLC (CRD# 299589) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.