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INTELLUS ADVISORS, LLC

UUIDecd23eda-0a36-5b20-8ad7-519a3eb0650b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:56
Updated2025-10-23 02:23:56

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 332883 332883 1.0
sec_file_number 801-131142 801-131142

Profile

Websitehttps://www.intellusadvisors.com
HQ CityNAPLES
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)1,183,640,395.0
  • RAUM (discretionary)1,131,648,928.0
  • Actionable assets980,054,247.0
  • Accounts3,377.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM11,410,293.0
  • Charitable AUM7,989,573.0
  • HNW AUM912,823,473.0

As of 2025-06-04 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.