Company Overview
- Headquarters
- 16427 N Scottsdale Rd Suite 350, Scottsdale AZ
- Website
- intelligentcapitalworks.com
- Phone
- (480) 951-2900
- Employees
- 9
- Founded in
- 2005
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$0B
Who is Intelligent Capitalworks
Intelligent Capitalworks is a privately-owned investment advisory firm headquartered in Scottsdale, Arizona. The company employs 9 people and reports $0.4 million in annual revenue. Intelligent Capitalworks offers a range of financial services to families and individuals with at least $2,000,000 in assets. Their services include fiduciary wealth management, retirement planning, investment management, tax planning, philanthropic planning, estate planning, and trust advisory services. They cater to clients who have accumulated or plan to accumulate $5 million or more at retirement. The company distinguishes itself by emphasizing its personal relationships with clients, providing individualized attention, expertise, resources, and a commitment to transparency in its investment approach. They prioritize client success by managing their financial lives and investments, helping them achieve their goals. Interested parties can connect with Intelligent Capitalworks through their website at intelligentcapitalworks.com.
Intelligent Capitalworks Industry Tags
Intelligent Capitalworks Tech Stack
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0M | 10 | Zanesville, OH | 2005 | |
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