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INTELLIGENT CAPITALWORKS
16427 North Scottsdale Road
Suite 350
Scottsdale, Arizona 85254-1595
Tel: 480-951-2900
About INTELLIGENT CAPITALWORKS
INTELLIGENT CAPITALWORKS, formally registered with the SEC as INTELLIGENT CAPITALWORKS. The firm was established in 06/23/2005. They have over 1 offices throughout the country.
INTELLIGENT CAPITALWORKS is a Scottsdale, Arizona based Financial Planning firm with nearly $297,600,000 assets under management, offering retirement planning & investment advisory services to 302 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135081 |
| SEC# | 801-64460 |
| Assets Managed by Firm | $297,600,000 |
| No. of Clients | 302 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 302 | $297,600,000 |
| Individuals (other than high net worth individuals) | 17 | $9,000,000 |
| High net worth individuals | 76 | $275,700,000 |
| Pension and profit sharing plans | 2 | $4,600,000 |
| Charitable organizations | 2 | $8,300,000 |
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