MONEY INTELLIGENCE

MONEY INTELLIGENCE of SANTA CLARA, CA is an SEC-registered investment adviser (CRD 164597). Regulatory assets under management: $170.6M.

Registration

• CRD: 164597
• Type: Registered investment adviser
• Location: 5201 GREAT AMERICA PKWY, SANTA CLARA, CA, 95054
• Phone: 888-865-7262
• Latest filing: 2026-06-10
• Regulatory AUM: $170.6M
• Non-discretionary AUM: $170.6M
• Clients: 3
• Accounts: 274

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search