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Intelus Advisory Group, LLC

Headquartered in BIRMINGHAM, AL

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Firm Information

Intelus Advisory Group, LLC is an investment advisor that specializes in financial planning and portfolio management for individuals, high-net-worth individuals, and pension and profit-sharing plans. They have a total of 328 accounts under management with approximately $69.9 million in assets. The firm is headquartered in [Location], [State].

Intelus Advisory Group, LLC

$69.89M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INTELUS ADVISORY GROUP, LLC has a total of 1 branch locations across the country.

Advisors at Intelus Advisory Group, LLC

View All 2 Advisors

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Disclosures

There are no public disclosures for Intelus Advisory Group, LLC.

Frequently Asked Questions (8)

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