Intelligent Financial Strategies, LLC
● SEC registered since 2000CRD 108048SEC# 801-57626Excelsior, MN
Reg. AUM
$242M
Employees
2
Accounts
326
Location
Excelsior, MN
Intelligent Financial Strategies, LLC assets under management
Intelligent Financial Strategies, LLC is an SEC-registered investment adviser based in Excelsior, MN. The firm has been registered since 2000. It reports $242 million in regulatory assets under management and employs 2 people.
Intelligent Financial Strategies, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Patrick Good Control | Managing Member And Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Intelligent Financial Strategies, LLC manage?
Intelligent Financial Strategies, LLC reports $242 million in regulatory assets under management on its Form ADV.
How many employees does Intelligent Financial Strategies, LLC have?
Intelligent Financial Strategies, LLC reports 2 employees.
Where is Intelligent Financial Strategies, LLC located?
Intelligent Financial Strategies, LLC is based in Excelsior, MN and has been SEC-registered since 2000.
Does Intelligent Financial Strategies, LLC disclose fund performance?
Intelligent Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 34 Water Street, Suite 8, Excelsior, MN 55331 |
| Phone | 952-941-2795 |
| Fax | 952-513-2048 |
| Office hours | 8:00 a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1911000 |
| Discloses disciplinary history | No |
Regulatory AUM
$242M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$242Mregulatory AUM
Discretionary $242M