Intelligence Driven Advisers, LLC is a large advisory firm based in Carlsbad. It manages $536.32 million of regulatory assets for 2,461 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, California, and 13 other states.
Intelligence Driven Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intelligence Driven Advisers, LLC is $536.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $1.54 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Intelligence Driven Advisers, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jason Richard Labrum is high net worth individuals with 168 clients and $301.86 million of assets under management. Among the 8 most similar advisory firms, Intelligence Driven Advisers has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $487.69 million for 1,040 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Intelligence Driven Advisers doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jason Richard Labrum has been acting as President since 1 Nov 2018. James Anthony Pupillo joined the executive team most recently as the Minority Owner; Board Member.
The principal office where Intelligence Driven Advisers, LLC performs its advisory services is located at 6128 Innovation Way, Carlsbad, CA 92009, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (888) 401-2083. The normal business hours are 6:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at plus.google.com/110642924824556661527.