Intelligent Capitalworks

  • Investment Bank/Securities Brokerage
  • Scottsdale AZ
  • 9 employees
  • Investment Management
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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 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$0B

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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

Retirement Planning
Investment Management
Estate Planning
Financial Life Management
Philanthropic Planning
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Intelligent Capitalworks Tech Stack

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FAQ

What is the location of Intelligent Capitalworks's headquarters?
The headquarters of Intelligent Capitalworks are situated at 16427 N Scottsdale Rd Suite 350, Scottsdale AZ
What is Intelligent Capitalworks's phone number?
Intelligent Capitalworks's contact number is (480) 951-2900.
What is Intelligent Capitalworks's official website?
The official website of Intelligent Capitalworks can be found at intelligentcapitalworks.com.
What is Intelligent Capitalworks's current revenue?
As of May 2018, Intelligent Capitalworks's annual revenue reached $0B.
How many employees does Intelligent Capitalworks currently have?
Intelligent Capitalworks employs approximately 9+ people as of May 2018
Which industries is Intelligent Capitalworks primarily operating in?
Intelligent Capitalworks operates in the following industries: Investment Management
What are Intelligent Capitalworks's industry tags?
Intelligent Capitalworks's industry tags include: Retirement Planning, Investment Management, Estate Planning
When was Intelligent Capitalworks founded?
Intelligent Capitalworks was founded in 2005.

Employee Directory

Key Employees

Michael Rossi

Financial Advisor

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Vincent Rossi

President, Chief Investment Officer

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