The INTELLICENTS INVESTMENT SOLUTIONS INC is a privately held investment adviser that advises $9.92Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTELLICENTS INVESTMENT SOLUTIONS INC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 96.61% over the last 5-years.
The Group has been registered with the SEC for 30.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 100 NORTH BROADWAY, ALBERT LEA, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 80 employees comprised of 48 investment and 32 non-investment staff. The total number of Employees increased by 95.12% over the last 5-years.
Their $9.92Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 504 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $7.59Bn or 76.58% of Total Assets and High Net Worth Individuals own $1.33Bn or 13.44% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
INTELLICENTS INVESTMENT SOLUTIONS INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.