INTELLIGENT INVESTMENT MANAGEMENT,LLP

DURANGO, Colorado·2 registered advisors·CRD# 108833
SEC# 801-64029970-403-1234
01

Firm Overview

AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTELLIGENT INVESTMENT MANAGEMENT,LLP

2 registered advisors
Gregory Stephen Wheeldon
DURANGO, Colorado
Jean Barker Wheeldon
DURANGO, Colorado
05

Office Locations

DURANGO, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. INTELLIGENT INVESTMENT MANAGEMENT,LLP (CRD# 108833) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.