Money Intelligence

Overview

Money Intelligence is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional relationships, and it offers a mix of advisory billing methods — percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Core advisory services listed on filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not reported as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives