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INTELLUS ADVISORS, LLC
CRD 332883 · SEC 801-131142
8625 TAMIAMI TRAIL N., SUITE 301, NAPLES, FL, 34108, United States
Phone
239-649-3600
Fax
239-649-3611
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.35B
Discretionary AUM
$1.30B
Team
15 total employees; 9 advisory reps; 4 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 845 | $413.2M |
| High net worth individuals | 157 | $867.7M |
| Banking/thrift institutions | 10 | $12.4M |
| Pension/profit sharing plans | 8 | $21.0M |
| Corporations/business entities | 9 | $36.0M |
States served
AL, AK, AZ, CA, CO, GA, IL, IN, LA, MD, MA, MI, NE, NV, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD