INTELLIGENCE DRIVEN ADVISERS, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 299589). Regulatory assets under management: $881.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Alex Klingensmith | PRESIDENT | Carlsbad, CA |
| Jason Richard Labrum | FOUNDER & CEO | — |
| Jordie Elizabeth Czapinski | CHIEF COMPLIANCE OFFICER | — |
| Kristin Skevington | CFO | — |
| LABRUM JASON RICHARD | FOUNDER & CEO; PRESIDENT | — |
| CZAPINSKI JORDIE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| KLINGENSMITH ALEX | CHIEF OPERATING OFFICER; PRESIDENT | — |
| PUPILLO JAMES ANTHONY | MANAGING MEMBER; MINORITY OWNER; MINORITY OWNER; BOARD MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MURRIETA | CA | 2 | (888) 401-2083 |
| MURRIETA | CA | 2 | (888) 401-2083 |