I
CRD: 135120
Intelligent Investing
Clayton, CA, 94517
9254087327
$44.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
150 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-1995
- Office Locations
- 1
Office Locations
6200 Center St. Suite 240 Clayton CA
About Intelligent Investing
Intelligent Investing is a Clayton-based RIA. The firm has been operating for 31 years. Managing $44.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$44.4M AVG AUM / ADVISOR
$296.1K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Matrix Quantum ember
Investment Themes
Summit Ember
Investment Vehicles
Catalyst
Services
Beacon momentum Vital Timber Atlas glacier Optima summit
Owner & Executives
R
RORY CRAIG VANDERHEYDEN
Owner
- CRD
- #704480
- Ownership
- 75% or more
(921) 920-1335
unison.quantum@foundationcapital.com
in linkedin.com/in/horizon-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $44,419,705 | -- |
| Total | $44,419,705 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,419,705
Other:
67.0% Cash:
19.9% Equity - Exchange:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $4,722,734,705 | 67.0% |
| Cash | $1,402,722,696 | 19.9% |
| Equity - Exchange | $923,400,368 | 13.1% |
| Total | $7,048,857,769 | 100.0% |