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INTELLIGENT INVESTMENT MANAGEMENT,LLP
CRD 108833 · SEC 801-64029
150 EAST 9TH ST, STE 333, DURANGO, CO, 81301, United States
Phone
970-403-1234
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$104.7M
Discretionary AUM
$104.7M
Team
4 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; NEW CLIENT ACCEPTANCE FEE
Org form
Limited Liability Partnership
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $27.4M |
| High net worth individuals | 27 | $72.7M |
| Corporations/business entities | 3 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD