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| Keyboard |
| Intellicents Investment Solutions Inc
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|---|---|
| CRD # | 107498 |
| SEC # | 801-51382 |
| CIK # | |
| AUM | 9,916.7 M (2026-06-01) |
| Employees | 80 (60% Investors, 18% Brokers) |
| Phone | 507-377-2919 |
| Address | 100 North Broadway Albert Lea, MN 56007 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,018 | 1.0 |
| (b) Individuals (high net worth individuals) | 758 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 504 | 7.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,280 | 9.9 |
| By Discretionary | ||
| Discretionary | 4,197 | 6.9 |
| Non-Discretionary | 4,083 | 3.0 |
| Total | 8,280 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.9 | |
| Total | 8,280 | 9.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 92 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gregory J Schwartz & Co Inc
✚
|
MI | 10.49 B |
|
Shuster Advisory Group LLC
✚
|
CA | 10.32 B |
|
Planmember Securities Corporation
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CA | 10.12 B |
|
Foundations Investment Advisors LLC
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AZ | 10.10 B |
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Fiduciary Counselling Inc
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MN | 10.06 B |
|
Choate Investment Advisors LLC
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|
Forvis Mazars Wealth Advisors LLC
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|
MO | 9,752.0 M |
|
The Ameriflex Group Inc
✚
|
NV | 9,658.3 M |
|
Seven Post Investment Office LP
✚
|
CA | 9,605.7 M |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 9,384.1 M |