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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2017
- Office Locations
- 1
Office Locations
About Intelligent Investing
Intelligent Investing is a Greenville, SC RIA delivering integrated financial planning and portfolio management, pairing its Intelligrations® process with behavioral coaching to improve follow-through and reduce financial stress. The firm works with private wealth households (including multi-generational), pre‑retirees/retirees, executives, women/widows, HENRYs, and nonprofits/institutional pools. Portfolios are ETF-centric and commonly custodied at Schwab.
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Owner & Executives
HANS TIMOTHY BLAKE
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5982431
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Amanda Jo Blake
Advisor
- CRD
- #7697287
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,196,141 | -- |
| Non-Discretionary | $1,101,249 | -- |
| Total | $54,297,390 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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