$170.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
274 ADV. Clients
13 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- NorthFocus +more
- Established Date
- 09-18-2012
- Office Locations
- 1
Office Locations
5201 Great America Pkwy Suite 455 Santa Clara CA
About Money Intelligence
Money Intelligence is a Santa Clara, CA boutique RIA serving retail and institutional clients, with a focus on business owners. The firm provides financial and investment planning, portfolio construction, tax/estate and retirement planning, and insurance guidance. Portfolios emphasize ETF-based implementation alongside cash management, with custody at TD Ameritrade.
Team overview
-- AVG AGE
$170.6M AVG AUM / ADVISOR
$622.6K AVG AUM / CLIENT
8.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Harbor Eagle horizon Quantum
Client Personas
Summit legacy
Custodian
Pioneer oak Insight pioneer Timber atlas North Momentum Foundation momentum
Investment Themes
Signal wave Element foundation Delta Foundation Alpha legacy
Investment Vehicles
Vertex
Services
Vital Meridian fusion Frontier eagle Pioneer peak Alpha vector Unison Focus Signal vertex
Technology
Prime unison Matrix capital Bridge
Owner & Executives
MONTE RAHUL MALHOTRA
Director
- CRD
- #5809783
- Ownership
- 75% or more
(825) 846-1773
vector.momentum@matrixcapital.com
in linkedin.com/in/delta-oak
Showing 1 of 1 owners & executives
Unlock allContacts
F
FRANK P BRUNO
Division Vice President
- CRD
- #2304996
(647) 447-3185
focus.prime@frontiercapital.com
in linkedin.com/in/atlas-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $170,605,315 | -- |
| Total | $170,605,315 | -- |
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Separately Managed Accounts
Total SMA Asset: $170,605,315
Equity - Exchange:
31.4% Cash:
68.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $536,806,400 | 31.4% |
| Cash | $1,172,768,122 | 68.6% |
| Total | $1,709,574,522 | 100.0% |