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INTELLIWEALTH FINANCIAL ADVISORS, LTD
INTELLIWEALTH FINANCIAL ADVISORS, LTD.
CRD 132594
5465 LEGACY DRIVE, SUITE 650, PLANO, TX, 75024, United States
Phone
9727312683
Fax
9727316701
Registration
— (—)
Source
State registered
Total AUM
$17.0M
Discretionary AUM
$17.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Partnership
Filing date
2022-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 78 | $17.0M |
All web addresses on file
Official SEC filing: View on IAPD