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Intellicents Investment Solutions Inc

● SEC registered since 1996CRD 107498SEC# 801-51382Albert Lea, MN
Export (members)
Reg. AUM
$7.36B
Employees
67
Accounts
6,103
Location
Albert Lea, MN

Intellicents Investment Solutions Inc assets under management

Intellicents Investment Solutions Inc operates as an SEC-registered investment adviser based in Albert Lea, MN. The firm has been registered since 1996. It reports $7.4 billion in regulatory assets under management and employs 67 people.
www.linkedin.com/company/intellicentspersonalcfoView on SEC.gov ↗

Intellicents Investment Solutions Inc owners & executives

15 reported
NameTitleOwnershipSince
Amanda Dawn ScottVice President Of OperationsUnder 5%2022
Bradley Kent Arends ControlPresident & Ceo25-50%1995
Brandon Thomas Budd ControlPresident Of Retirement ServicesUnder 5%2024
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Frequently asked questions

How much does Intellicents Investment Solutions Inc manage?

Intellicents Investment Solutions Inc reports $7.4 billion in regulatory assets under management on its Form ADV.

How many employees does Intellicents Investment Solutions Inc have?

Intellicents Investment Solutions Inc reports 67 employees.

Where is Intellicents Investment Solutions Inc located?

Intellicents Investment Solutions Inc is based in Albert Lea, MN and has been SEC-registered since 1996.

Does Intellicents Investment Solutions Inc disclose fund performance?

Intellicents Investment Solutions Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 North Broadway, Albert Lea, MN 56007
Phone507-377-2919
Fax507-369-0470
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.26B
Non-discretionary$3.11B
Total (RAUM)$7.36B