Intelligence Driven Advisers LLC
Legal Name: INTELLIGENCE DRIVEN ADVISERS, LLC
Full Contact Details
Intelligence Driven Advisers LLC
6128 INNOVATION WAY, CARLSBAD, CA
(888) 401-2083
Other Info
Intelligence Driven Advisers LLC, legally known as INTELLIGENCE DRIVEN ADVISERS, LLC, is a DE Limited Liability Company that has eleven employees serving as advisers out of a total workforce of nineteen employees. The firm boasts a client base of 68 and has been approved by the SEC. Its SEC registration date is Dec 17, 2018, making the company a reliable choice for individuals and firms looking for quality advisory services.
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Direct Owners
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ALEX KLINGENSMITH
CHIEF OPERATING OFFICER owns less than 5%
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JAMES ANTHONY PUPILLO
MINORITY OWNER; BOARD MEMBER owns more than 10% but less than 25%
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JASON RICHARD LABRUM
PRESIDENT owns less than 5%
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JORDIE ELIZABETH CZAPINSKI
CHIEF COMPLIANCE OFFICER owns less than 5%
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LABRUM WEALTH MANAGEMENT, LLC
MAJORITY OWNER owns 75% or more
Indirect Owners
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JASON RICHARD LABRUM
PRESIDENT owns 75% or more
Firms Located Nearby
- Sunrise Capital Partners LLC
- Carlsbad Wealth Advisory Group Inc
- Gunderson Capital Management
- Resource Capital Investment Corporation
- Sterling Global Strategies LLC
- Axxcess Wealth Management LLC
- Tamarack Advisers LP
- Seaside Wealth Management Inc
- Foundational Retirement Solutions LLC
- Financial Focus LLC