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Intelliflo Advisers, Inc.

● SEC registered since 2009CRD 151692SEC# 801-70734Atlanta, GA
Export (members)
Reg. AUM
$124M
Employees
6
Accounts
548
Location
Atlanta, GA

Intelliflo Advisers, Inc. assets under management

Intelliflo Advisers, Inc. is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2009. It reports $124 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Intelliflo Advisers, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Bryan P Perryman ControlPresident And CeoUnder 5%2020
Denis A Pichanick ControlHead Of FinanceUnder 5%2022
Devin Kristine Hummel ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Intelliflo Advisers, Inc. manage?

Intelliflo Advisers, Inc. reports $124 million in regulatory assets under management on its Form ADV.

How many employees does Intelliflo Advisers, Inc. have?

Intelliflo Advisers, Inc. reports 6 employees.

Where is Intelliflo Advisers, Inc. located?

Intelliflo Advisers, Inc. is based in Atlanta, GA and has been SEC-registered since 2009.

Does Intelliflo Advisers, Inc. disclose fund performance?

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

Contact & registration

Address1331 Spring Street NW, Suite 2500, Atlanta, GA 30309
Phone800-607-3340
Office hours9a.m. To 5p.m. Est
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$124M
Non-discretionary$0
Total (RAUM)$124M