Money Intelligence
Money Intelligence (CRD# 164597) is a financial advisory firm headquartered in Santa Clara, CA. They manage $130,580,658 in 289 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management131MILLION
-
Total Number of Accounts289ACCOUNTS
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Average Account Value$451,836
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL
Financial Advisors at Money Intelligence
1
Monte Malhotra (CRD# 5809783) is an Investment Advisor Representative working at Money Intelligence in Santa Clara, CA and has over 13 years of experience in the finance industry.
2
Frank Bruno (CRD# 2304996) is an Investment Advisor Representative working at Money Intelligence in Santa Clara, CA and has over 27 years of experience in the finance industry.
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