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ICW INVESTMENT ADVISORS, LLC

UUIDfd5330ae-aebc-5766-9f4e-c39fee987bb3
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 135081 135081 1.0
cik 0001794820 1794820
sec_file_number 801-64460 801-64460

Profile

WebsiteHTTPS://WWW.INTELLIGENTCAPITALWORKS.COM
HQ CitySCOTTSDALE
HQ StateAZ
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • INTELLIGENT CAPITALWORKS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)336,400,000.0
  • RAUM (discretionary)336,400,000.0
  • Actionable assets328,300,000.0
  • Accounts315.0

Institutional Clients

  • Government AUM
  • Pension AUM5,500,000.0
  • Charitable AUM9,000,000.0
  • HNW AUM313,800,000.0

As of 2025-03-28 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.