INTELLICENTS INVESTMENT SOLUTIONS INC

RIASEC RegisteredEst. 1996

Total AUM

$9.9B

Discretionary

$6.9B

70% of AUM

Avg account

$1.2M

Accounts

8,280

Employees

Advisory reps

Firm details

Headquarters: ALBERT LEA, Minnesota
CRD number: 107498
Registered since: February 29, 1996
Website: www.intellicents.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER RETIREMENT, ALERUS SECURITIES CORPORATION, MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Pension & Profit Sharing Plans76.58%
HNWI13.44%
Individuals9.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Intellicents Investment Solutions Inc. is an independent, corporation-structured registered investment adviser that has been operating since 1996. The firm acts both as an RIA and a registered representative of a broker-dealer, serving individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. Fee arrangements are varied and include AUM-based fees, hourly charges, fixed fees and commission-based work. Intellicents is not positioned as an ESG-focused allocator and is not identified as a multi-state adviser in the snapshot data. The firm received inclusion in Citywire’s "50 Growers Across America" lists in 2020 and 2021, reflecting recognition for growth during that period.