INTELLIGENCE DRIVEN ADVISERS, LLC

2792 Gateway Road
Carlsbad, California 92009
Tel: (888) 401-2083

About INTELLIGENCE DRIVEN ADVISERS, LLC

INTELLIGENCE DRIVEN ADVISERS, LLC, formally registered with the SEC as INTELLIGENCE DRIVEN ADVISERS, LLC. The firm was established in 12/17/2018. They have over 3 offices throughout the country.

INTELLIGENCE DRIVEN ADVISERS, LLC is a Carlsbad, California based Financial Planning firm with nearly $977,894,615 assets under management, offering retirement planning & investment advisory services to 1002 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299589
SEC#	801-114418
Assets Managed by Firm	$977,894,615
No. of Clients	1002
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1002	$977,894,615
Individuals (other than high net worth individuals)	566	$199,620,007
High net worth individuals	299	$716,193,483
Pension and profit sharing plans	9	$26,791,587
Charitable organizations	4	$3,340,528
Corporations or other businesses	7	$12,437,372

More Retirement Planning firms in Carlsbad, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Carlsbad, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.