INTELLIGENCE DRIVEN ADVISERS, LLC

INTELLIGENCE DRIVEN ADVISERS, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 299589). Regulatory assets under management: $881.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (8)

NameRoleLocation
Alex KlingensmithPRESIDENTCarlsbad, CA
Jason Richard LabrumFOUNDER & CEO
Jordie Elizabeth CzapinskiCHIEF COMPLIANCE OFFICER
Kristin SkevingtonCFO
LABRUM JASON RICHARDFOUNDER & CEO; PRESIDENT
CZAPINSKI JORDIE ELIZABETHCHIEF COMPLIANCE OFFICER
KLINGENSMITH ALEXCHIEF OPERATING OFFICER; PRESIDENT
PUPILLO JAMES ANTHONYMANAGING MEMBER; MINORITY OWNER; MINORITY OWNER; BOARD MEMBER

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