MONEY INTELLIGENCE

Overview

Money Intelligence operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services. The firm caters to both individual and family clients, as well as institutional clients. It employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it offers a range of advisory services that encompass financial planning, portfolio management for individuals and small businesses, and pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices