Wealth Manager
    SEC Registered
    Manages Private Funds

    Intellicents Investment Solutions Inc

    Registered investment advisor · Albert Lea, Minnesota · CRD #107498

    Assets Under Management
    $9.9B
    Client Accounts
    8,280
    Employees
    80
    CRD Number
    107498
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Great-West Trust Company, Alerus Securities Corporation, Matrix Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Intellicents Investment Solutions Inc

    Intellicents is a financial services company based in Albert Lea, Minnesota. It specializes in group insurance consulting, retirement plan design, fiduciary investment consulting, and personal wealth management services. The company primarily serves small- to mid-sized employers and individuals, helping them navigate their financial planning needs. With a focus on combining human intelligence and advanced technology, Intellicents supports over 200 employers and manages more than $2.6 billion in

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Intellicents Investment Solutions Inc

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    Frequently Asked Questions

    What is Intellicents Investment Solutions Inc's AUM?

    Intellicents Investment Solutions Inc reports approximately $9.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Intellicents Investment Solutions Inc headquartered?

    Intellicents Investment Solutions Inc is headquartered in Albert Lea, Minnesota.

    What is Intellicents Investment Solutions Inc's CRD number?

    Intellicents Investment Solutions Inc's CRD number is 107498. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Intellicents Investment Solutions Inc manage?

    Intellicents Investment Solutions Inc manages approximately 8,280 client accounts according to its latest SEC filing.

    Is Intellicents Investment Solutions Inc SEC registered?

    Yes, Intellicents Investment Solutions Inc is registered with the SEC as an investment adviser with an approved registration status.

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