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| Intellicents Investment Solutions Inc
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|
|---|---|
| CRD # | 107498 |
| SEC # | 801-51382 |
| CIK # | |
| AUM | $5.1 BB (2023-03-21) |
| Employees | 61 (56% Investors, 23% Brokers) |
| Phone | 507-377-2919 |
| Address | 100 North Broadway Albert Lea, MN 56007 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,307 | 0.1 |
| (b) Individuals (high net worth individuals) | 1,366 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 358 | 4.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,031 | 5.1 |
| By Discretionary | ||
| Discretionary | 1,718 | 2.8 |
| Non-Discretionary | 1,313 | 2.3 |
| Total | 3,031 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 3,031 | 5.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brightworth LLC
✚
|
GA | 5.4 |
|
GYL Financial Synergies LLC
✚
|
CT | 5.3 |
|
Choate Investment Advisors LLC
✚
|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.2 |
|
Great Valley Advisor Group Inc
✚
|
DE | 5.1 |
|
Thrivent Advisor Network LLC
✚
|
MN | 5.1 |
|
HBK Sorce Advisory LLC
✚
|
PA | 5.0 |
|
One Capital Management LLC
✚
|
CA | 4.9 |
|
Beacon Capital Management Inc
✚
|
OH | 4.9 |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 4.9 |