INTELLIGENT INVESTING

INTELLIGENT INVESTING of CLAYTON, CA is an SEC-registered investment adviser (CRD 135120). Regulatory assets under management: $44.4M.

Registration

• CRD: 135120
• Type: Registered investment adviser
• Location: 6200 CENTER ST., CLAYTON, CA, 94517-1448
• Phone: 925-408-7327
• Latest filing: 2026-03-30
• Regulatory AUM: $44.4M
• Non-discretionary AUM: $44.4M
• Clients: 1
• Accounts: 202

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135120 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search