INTELLIGENT FINANCIAL STRATEGIES, LLC

EXCELSIOR INVESTORS
EXCELSIOR, Minnesota·1 registered advisor·CRD# 108048
SEC# 801-576260952-941-2795
01

Firm Overview

AUM
$182M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTELLIGENT FINANCIAL STRATEGIES, LLC

1 registered advisor
Jason Patrick Good
EXCELSIOR, Minnesota
05

Office Locations

EXCELSIOR, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. INTELLIGENT FINANCIAL STRATEGIES, LLC (CRD# 108048) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.