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Intelligence Driven Advisers, LLC

● SEC registered since 2018CRD 299589SEC# 801-114418Carlsbad, CA
Export (members)
Reg. AUM
$828.2M
Employees
24
Accounts
879
Location
Carlsbad, CA

Intelligence Driven Advisers, LLC assets under management

Intelligence Driven Advisers, LLC is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2018. It reports $828.2 million in regulatory assets under management and employs 24 people.
plus.google.com/110642924824556661527View on SEC.gov ↗

Intelligence Driven Advisers, LLC owners & executives

6 reported
NameTitleOwnershipSince
Alex Klingensmith ControlPresidentUnder 5%2018
Jason Richard Labrum ControlFounder & CeoUnder 5%2018
Jordie Elizabeth Czapinski ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Intelligence Driven Advisers, LLC manage?

Intelligence Driven Advisers, LLC reports $828.2 million in regulatory assets under management on its Form ADV.

How many employees does Intelligence Driven Advisers, LLC have?

Intelligence Driven Advisers, LLC reports 24 employees.

Where is Intelligence Driven Advisers, LLC located?

Intelligence Driven Advisers, LLC is based in Carlsbad, CA and has been SEC-registered since 2018.

Does Intelligence Driven Advisers, LLC disclose fund performance?

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

Contact & registration

Address2792 Gateway Road, Carlsbad, CA 92009
Phone(888) 401-2083
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$828.2M
Non-discretionary$0
Total (RAUM)$828.2M