Intelligence Driven Advisers is an investment advisor in Carlsbad with $849.59 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832499358
SEC advisor number
801-114418
FINRA CRD number
299589
AUM ?
$808.75 mm
(as of 27 Jul 23)
Accounts
1,009
(as of 27 Jul 23)
Employees
21
(15 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Feb 22