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INTELLIGENT INVESTING
INTELLIGENT INVESTING, LLC
CRD 286436
33 MARKET POINT DRIVE, GREENVILLE, SC, 29607, United States
Phone
864-679-0500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.3M
Discretionary AUM
$53.2M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $9.7M |
| High net worth individuals | 15 | $41.5M |
| Charitable organizations | 2 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD