Intelligent Investment Management,LLP is an adviser based in Durango. It manages $37.22 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2008.
Intelligent Investment Management provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intelligent Investment Management,LLP is $37.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Intelligent Investment Management,LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jean Barker Wheeldon joined the executive team most recently as the General Partner.
The principal office where Intelligent Investment Management,LLP performs its advisory services is located at 150 East 9 Th St, Durango, CO 81301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 970-403-1234 or by fax 970-259-8017. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.intelligentinvestmentmanagement.com.