CRD: 286691
Intelligent Investor Financial Planning, LLC
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Bridge quantumDelta unison
- Established Date
- 02-21-2017
- Office Locations
- 1
Office Locations
About Intelligent Investor Financial Planning, LLC
Intelligent Investor Financial Planning, LLC is a founder-led San Francisco RIA providing comprehensive, tax-efficient financial planning (tiered pricing based on complexity) and investment management advice, with clients able to implement recommendations through managed solutions. The firm focuses on day-to-day financial management and retirement planning, and is led by CFP® Paul LaFollette; custody includes First Clearing.
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Owner & Executives
PAUL SUMNER LAFOLLETTE III
Chief Compliance Officer, FOUNDER, Investment Advisor, Managing Member
- CRD
- #6045808
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,338,132 | -- |
| Total | $34,338,132 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,338,132
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $500,538,920 | 12.0% |
| Cash | $1,076,158,677 | 25.8% |
| Equity - Exchange | $1,280,545,403 | 30.7% |
| Corporate - Investment Grade | $1,313,914,664 | 31.5% |
| Total | $4,171,157,664 | 100.0% |