← Back to searchVisit website
INTELUS ADVISORY GROUP, LLC
CRD 310180
1014 EDENTON ST, BIRMINGHAM, AL, 35242, United States
Phone
205-313-3590
Fax
205-783-5430
Registration
— (—)
Source
State registered
Total AUM
$89.4M
Discretionary AUM
$78.5M
Team
3 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $25.6M |
| High net worth individuals | 41 | $38.3M |
| Pension/profit sharing plans | 30 | $10.9M |
| Corporations/business entities | 14 | $14.7M |
All web addresses on file
Official SEC filing: View on IAPD