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| Intelligence Driven Advisers LLC
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| |
|---|---|
| CRD # | 299589 |
| SEC # | 801-114418 |
| CIK # | 0001819955 |
| AUM | $977.9 MM (2024-03-23) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 888-401-2083 |
| Address | 2792 Gateway Road Carlsbad, CA 92009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 199.6 |
| (b) Individuals (high net worth individuals) | 299 | 716.2 |
| (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 | 9 | 26.8 |
| (h) Charitable organizations | 4 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 19.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,002 | 977.9 |
| By Discretionary | ||
| Discretionary | 1,002 | 977.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,002 | 977.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 977.4 | |
| Total | 1,002 | 977.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001819955] |
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