Intellicents Investment Solutions INC
Albert Lea, MN·SEC-registered · CRD #107498
Intellicents Investment Solutions INC is an SEC-registered investment advisory firm in Albert Lea, MN managing $9.9B across 12k client accounts, with 48 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.9B
Client accounts
12k
Advisory staff
48
Fee model
Fee-based
How Intellicents Investment Solutions INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Intellicents Investment Solutions INC
How much does Intellicents Investment Solutions INC manage?
Per its most recent SEC Form ADV filing (06/01/2026), Intellicents Investment Solutions INC reports $9.9B in regulatory assets under management across roughly 12k client accounts.
How does Intellicents Investment Solutions INC charge?
Intellicents Investment Solutions INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Intellicents Investment Solutions INC a fiduciary?
Yes. Intellicents Investment Solutions INC is registered with the U.S. Securities and Exchange Commission (CRD #107498), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Intellicents Investment Solutions INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Intellicents Investment Solutions INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Albert Lea, MN
Profile compiled from Intellicents Investment Solutions INC's public SEC Form ADV filing (CRD #107498, filed 06/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Intellicents Investment Solutions INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Intellicents Investment Solutions INC? Claim this profile.