CRD: 108833
Intelligent Investment MANAGEMENT,LLP
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Intelligent Investment MANAGEMENT,LLP
Intelligent Investment Management, LLP is a family-owned, independent fee-only RIA providing portfolio management and financial planning for individuals and families, focused on long-term goals and transparent, low-cost fund selection. The firm is notably specialized in closed-end mutual funds aimed at regular cash flow and solid long-term total return, and publishes investor education including guidance for women and retirement planning.
Reported data analysis
What the numbers show
Between March 23, 2011 and April 26, 2012, reported AUM decreased 1.4%, from $37.7M to $37.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 107 clients, or 107 clients per representative. That equates to $978.7K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEAN BARKER WHEELDON
Chief Financial Officer, GENERAL PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
JAMES MICHAEL BROST
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Chief Operations Officer, GENERAL PARTNER
- CRD
- #5611651
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,722,130 | $180,691 |
| Non-Discretionary | $0 | -- |
| Total | $104,722,130 | $180,691 |
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Separately Managed Accounts
SMA allocation detail is available
Intelligent Investment MANAGEMENT,LLP has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.