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Home > Retirement Planners > georgia > atlanta > INTELLIFLO ADVISERS, INC.
INTELLIFLO ADVISERS, INC.
1331 Spring Street Nw
Suite 2500
Atlanta, Georgia 30309
Tel: 800-607-3340
About INTELLIFLO ADVISERS, INC.
INTELLIFLO ADVISERS, INC, formally registered with the SEC as INTELLIFLO ADVISERS, INC. The firm was established in 10/30/2009. They have over 2 offices throughout the country.
INTELLIFLO ADVISERS, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $90,650,605 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151692 |
| SEC# | 801-70734 |
| Assets Managed by Firm | $90,650,605 |
| No. of Clients | 513 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (TECHNOLOGY FEES BASED ON AUM, FEES BASED ON OVERLAY SERVICES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (OVERLAY SERVICES WITH MIDDLE OFFICE OPERATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 513 | $90,650,605 |
| Other investment advisers | 7 | $90,650,605 |
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