$118.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
9 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-2017
- Office Locations
- 1
Office Locations
-- Loveland CO
About Intelligent Investing
Intelligent Investing is a fee-only financial advisory firm serving individuals and families in the Fort Collins, Colorado area. Led by Brian Joyce, CPA/CFP®, the practice provides financial life and retirement planning plus tax-efficient portfolio strategy designed to align investments with client goals and risk. Investment implementation is ETF-focused, and the firm custody relationship includes Fidelity/NFS.
Team overview
44 AVG AGE
$118.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
BRIAN ANDREW JOYCE
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4797762
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $118,500,000 | $410,035 |
| Total | $118,500,000 | $410,035 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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