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Intelligent Investor Financial Planning, LLC

Intelligent Investor Financial Planning, LLC. CRD 286691

Intelligent Investor Financial Planning, LLC logo

CRD: 286691

Intelligent Investor Financial Planning, LLC

SAN Francisco, CA
2158684605
$34.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
First Clearing · Trade-PMR · Wells Fargo
Clients
Retail
Platforms
Bridge quantumDelta unison
Established Date
02-21-2017
Office Locations
1

Office Locations

-- SAN Francisco CA

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.

Team overview

48 AVG AGE
$34.3M AVG AUM / ADVISOR
$418.8K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Ember Timber zenith Peak

Client Personas

Glacier beacon Peak frontier Unison prime

Custodian

Fusion North vertex Bridge optima Frontier Eagle unison

Investment Themes

Delta Summit crest Frontier peak Crest focus

Investment Vehicles

Foundation Vertex summit

Platform

Glacier Element

Services

Timber bridge Harbor vector Optima harbor Element Eagle Fusion Signal Value insight Focus Alpha atlas Ember Legacy

Technology

Fusion oak Pioneer

Owner & Executives

P

PAUL SUMNER LAFOLLETTE III

Chief Compliance Officer, FOUNDER, Investment Advisor, Managing Member

CRD
#6045808
Ownership
75% or more
(498) 627-6360
optima.peak@legacycapital.com
in linkedin.com/in/frontier-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$34.3M Total SMA
Public Funds:
12.0%
Cash:
25.8%
Equity - Exchange:
30.7%
Corporate - Investment Grade:
31.5%
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%

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