Intelligent Investment Management,LLP (Durango)

Name: Intelligent Investment Management,LLP
Address: 150 East 9 Th St, Durango, CO, 81301
Telephone: 970-403-1234

Intelligent Investment Management,LLP is an adviser based in Durango. It manages $37.22 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2008.

Intelligent Investment Management provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Intelligent Investment Management: assets under management

The assets under management (AUM) of Intelligent Investment Management,LLP is $37.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intelligent Investment Management,LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Intelligent Investment Management,LLP

Jean Barker Wheeldon joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Billy Eugene Brown	General partner/chief executive officer	1 Dec 1997	50% - 75%	4376707
Gregory Stephen Wheeldon	General partner/chief compliance officer	1 Dec 1997	25% - 50%	4376708
Jean Barker Wheeldon	General partner	1 Jan 2008	25% - 50%	5565284

Based in Durango

The principal office where Intelligent Investment Management,LLP performs its advisory services is located at 150 East 9 Th St, Durango, CO 81301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-403-1234 or by fax 970-259-8017. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.intelligentinvestmentmanagement.com.