CRD: 108833
Intelligent Investment MANAGEMENT,LLP
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
Technology
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%
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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