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INTELLIGENT INVESTING
BRIAN JOYCE, LLC
CRD 286233 · SEC 801-131516
CO, United States
Phone
970-776-4346
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $32.7M |
| High net worth individuals | 29 | $82.0M |
| Charitable organizations | 2 | $3.8M |
States served
CO, MA
All web addresses on file
Official SEC filing: View on IAPD