Intellinomics (Dayton)


Intellinomics is a large advisory firm based in Dayton. It manages $33.15 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Ohio.

Intellinomics provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intellinomics: assets under management

The assets under management (AUM) of Intellinomics is $33.15 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $29.69 million in discretionary accounts and $3.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $346.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intellinomics for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dayton

The principal office where Intellinomics performs its advisory services is located at 8087 Washington Village Dr., Dayton, OH 45458, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-435-7070 or by fax 937-435-0888. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.intelli-k.com.

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