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INTELLICENTS INVESTMENT SOLUTIONS INC
CRD 107498 · SEC 801-51382
100 NORTH BROADWAY, ALBERT LEA, MN, 56007, United States
Phone
507-377-2919
Fax
507-369-0470
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.92B
Discretionary AUM
$6.90B
Team
80 total employees; 48 advisory reps; 92 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7018 | $989.4M |
| High net worth individuals | 758 | $1.33B |
| Pension/profit sharing plans | 504 | $7.59B |
States served
VT, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/intellicentspersonalcfo
- https://www.facebook.com/people/Intellicents/61569036014210/#
- https://www.instagram.com/intellicentspersonalcfo/
- https://twitter.com/intellicentsinc
- https://www.linkedin.com/company/intellicents
- https://www.facebook.com/intellicentswealth
- https://www.instagram.com/intellicents
- https://www.intellicents.com/
Official SEC filing: View on IAPD