Ldintelligence LLC is an adviser based in Scottsdale. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Arizona.
Ldintelligence provides portfolio management for businesses and institutional clients and technology platform - ijoin. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Ldintelligence LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 7 people that are either part- or full-time employees. 14 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ldintelligence LLC performs its advisory services is located at 14646 N. Kierland Blvd, Scottsdale, AZ 85254, 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 480-300-4900. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ldimap.com.