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James Michael Brost

Intelligent Investment Management,LLP

Durango, CO

CRD 5611651

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Employer firm

Intelligent Investment Management,LLP CRD 108833

$105M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Intelligent Investment Management,Llp

150 East 9Th St Ste 333, Durango, CO 81301 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2008-12-16
  • CO RA
    APPROVED
    Since 2008-12-16

Branch Locations

150 East 9Th St Ste 333, Durango, CO 81301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intelligent Investment Management,Llp Durango CO 12/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-15
  • S65 Uniform Investment Adviser Law Examination
    2008-12-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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