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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- UnisonFocus
- Established Date
- 06-18-2012
- Office Locations
- 1
Office Locations
About Intelligent Investments
Intelligent Investment Management, LLP is an independent, fee-only, family-owned boutique RIA in Sioux Falls, SD providing portfolio management and goal-based planning. The firm emphasizes fee transparency and targets low-cost funds, with a specialty in closed-end mutual funds positioned for regular cash flow and long-term total return. Firm content also highlights planning support for women navigating retirement and long-term financial security. Custody includes Charles Schwab.
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Owner & Executives
PRADEEP JAYARAMAN
Chief Compliance Officer, Financial Advisor
- CRD
- #5145734
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,150,000 | -- |
| Total | $17,150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,150,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,935,082,186 | 43.0% |
| Cash | $2,565,108,945 | 57.0% |
| Total | $4,500,191,131 | 100.0% |