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Intelligent Financial Strategies, LLC

● SEC registered since 2000CRD 108048SEC# 801-57626Excelsior, MN
Export (members)
Reg. AUM
$219.2M
Employees
2
Accounts
308
Location
Excelsior, MN

Intelligent Financial Strategies, LLC assets under management

Intelligent Financial Strategies, LLC is an SEC-registered investment adviser based in Excelsior, MN. The firm has been registered since 2000. It reports $219.2 million in regulatory assets under management and employs 2 people.
www.excelsiorinvestors.comView on SEC.gov ↗

Intelligent Financial Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason Patrick Good ControlManaging Member And Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Intelligent Financial Strategies, LLC manage?

Intelligent Financial Strategies, LLC reports $219.2 million in regulatory assets under management on its Form ADV.

How many employees does Intelligent Financial Strategies, LLC have?

Intelligent Financial Strategies, LLC reports 2 employees.

Where is Intelligent Financial Strategies, LLC located?

Intelligent Financial Strategies, LLC is based in Excelsior, MN and has been SEC-registered since 2000.

Does Intelligent Financial Strategies, LLC disclose fund performance?

Intelligent Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address34 Water Street, Suite 8, Excelsior, MN 55331
Phone952-941-2795
Fax952-513-2048
Office hours8:00 a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK1911000
Discloses disciplinary historyNo

Assets under management

Discretionary$219.2M
Non-discretionary$0
Total (RAUM)$219.2M