|
⚲
|
| Intelliflo Advisers Inc
✚
|
|
|---|---|
| CRD # | 151692 |
| SEC # | 801-70734 |
| CIK # | |
| AUM | $74.6 MM (2023-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 800-607-3340 |
| Address | 1331 Spring Street NW Atlanta, GA 30309 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 74.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 443 | 74.6 |
| By Discretionary | ||
| Discretionary | 443 | 74.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 443 | 74.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 74.6 | |
| Total | 443 | 74.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Affinity BST Advisors LLC
✚
|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Cross Border Wealth LLC
✚
|
NY | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Intervest International Inc
✚
|
CO | 0.1 |
|
Amadeus Wealth Alternatives Inc
✚
|
NJ | 0.1 |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |