Alex
Klingensmith
Intelligence Driven Advisers, LLC
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About this Advisor
Alex Klingensmith is a financial advisor based in Carlsbad, California, working with Intelligence Driven Advisers, LLC. Alex has previously held positions at Labrum Wealth Management, LLC, Invictus Real Estate Partners, LLC, and Intelligence Driven Advisers, LLC. Alex has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Alex is part of Intelligence Driven Advisers, LLC, which operates out of Carlsbad, California. The firm has 3 offices and 18 employees. The firm manages assets totaling $977.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Intelligence Driven Advisers, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intelligence Driven Advisers, LLC Brokerage Details
$977,894,615
18
1,002
$975,943
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Alex Klingensmith Work History
Intelligence Driven Advisers, LLC
Invictus Real Estate Partners, LLC
Labrum Wealth Management, LLC
Disclosures
Please visit the SEC profile of Alex Klingensmith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intelligence Driven Advisers, LLC
Carlsbad, CA
Fort Worth, TX
Carlsbad, CA
Fort Worth, TX
Scottsdale, AZ
Scottsdale, AZ
Carlsbad, CA
Carlsbad, CA
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