INTELLICENTS INVESTMENT SOLUTIONS INC
CRD #107498 SEC #801-51382 ALBERT LEA, MN 507-377-2919
SEC Registered
Total AUM
$7.4B
Discretionary
$4.3B
Employees
67
Clients
--
Accounts
6,103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $7.4B | $4.3B | $3.1B | 67 | 373 |
| Oct 2025 | $7.4B | $4.3B | $3.1B | 67 | 373 |
| Aug 2025 | $7.4B | $4.3B | $3.1B | 67 | 373 |
| May 2025 | $7.4B | $4.3B | $3.1B | 67 | 373 |
| Mar 2025 | $7.4B | $4.3B | $3.1B | 67 | 373 |
| Feb 2025 | $6B | $3.7B | $2.3B | 64 | 368 |
| Jan 2025 | $6B | $3.7B | $2.3B | 64 | 368 |
| Mar 2024 | $6B | $3.7B | $2.3B | 64 | 368 |
| Jan 2024 | $5.1B | $2.8B | $2.3B | 61 | 265 |
| Mar 2023 | $5.1B | $2.8B | $2.3B | 61 | 265 |
| Apr 2022 | $5.4B | $2.9B | $2.6B | 48 | 246 |
| Mar 2022 | $5.4B | $2.9B | $2.6B | 48 | 246 |
| Jan 2022 | $5B | $1.8B | $3.2B | 41 | 9 |
| Jul 2021 | $5B | $1.8B | $3.2B | 41 | 9 |
| Jul 2021 | $5B | $1.8B | $3.2B | 41 | 9 |
| Jul 2021 | $5B | $1.8B | $3.2B | 41 | 9 |
| Apr 2021 | $5B | $1.8B | $3.2B | 41 | 9 |
| Mar 2021 | $5B | $1.8B | $3.2B | 41 | 9 |
| Feb 2021 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Jan 2021 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Sep 2020 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Jun 2020 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Jun 2020 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Jun 2020 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Apr 2020 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Apr 2020 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Mar 2020 | $4.4B | $1.8B | $2.6B | 43 | 0 |
| Jan 2020 | $3.8B | $1.5B | $2.3B | 30 | 0 |
| Jan 2020 | $3.8B | $1.5B | $2.3B | 30 | 0 |
| Jan 2020 | $3.8B | $1.5B | $2.3B | 30 | 0 |
| Nov 2019 | $3.8B | $1.5B | $2.3B | 30 | 0 |
| Oct 2019 | $3.8B | $1.5B | $2.3B | 30 | 0 |
| Jul 2019 | $3.8B | $1.5B | $2.3B | 30 | 0 |
| May 2019 | $3.8B | $1.5B | $2.3B | 29 | 0 |
| Mar 2019 | $3.8B | $1.5B | $2.3B | 30 | 0 |
| Mar 2019 | $3.3B | $1.3B | $2B | 15 | 0 |
| Feb 2019 | $3.3B | $1.3B | $2B | 15 | 0 |
| Nov 2018 | $3.3B | $1.3B | $2B | 15 | 0 |
| Nov 2018 | $3.3B | $1.3B | $2B | 15 | 0 |
| Nov 2018 | $3.3B | $1.3B | $2B | 15 | 0 |
| Nov 2018 | $3.3B | $1.3B | $2B | 15 | 0 |
| Sep 2018 | $3.3B | $1.3B | $2B | 15 | 0 |
| Aug 2018 | $3.3B | $1.3B | $2B | 15 | 0 |
| Jun 2018 | $3.3B | $1.3B | $2B | 14 | 0 |
| Jun 2018 | $3.3B | $1.3B | $2B | 14 | 0 |
| Jun 2018 | $3.3B | $1.3B | $2B | 14 | 0 |
| Mar 2018 | $3.3B | $1.3B | $2B | 14 | 0 |
| May 2017 | $2.9B | $763.9M | $2.1B | 14 | 300 |
| Mar 2017 | $2.9B | $763.9M | $2.1B | 14 | 300 |
| Jan 2017 | $793.5M | $793.5M | $0 | 13 | 200 |
| Dec 2016 | $793.5M | $793.5M | $0 | 13 | 200 |
| Nov 2016 | $793.5M | $793.5M | $0 | 14 | 200 |
| Aug 2016 | $793.5M | $793.5M | $0 | 14 | 200 |
| Jun 2016 | $2.6B | $793.5M | $1.8B | 14 | 200 |
| May 2016 | $2.6B | $793.5M | $1.8B | 14 | 200 |
| May 2016 | $2.6B | $793.5M | $1.8B | 14 | 200 |
| Mar 2016 | $2.4B | $532M | $1.8B | 17 | 200 |
| Sep 2015 | $2.4B | $532M | $1.8B | 17 | 200 |
| Sep 2015 | $2.4B | $532M | $1.8B | 17 | 200 |
| Aug 2015 | $2.4B | $532M | $1.8B | 17 | 200 |
| Mar 2015 | $2.4B | $532M | $1.8B | 17 | 200 |
| May 2014 | $2.5B | $327.3M | $2.2B | 17 | 200 |
| May 2013 | $2B | $183.6M | $1.8B | 13 | 200 |
| May 2012 | $1.6B | $162.9M | $1.5B | 11 | 200 |
| Apr 2012 | $1.6B | $162.9M | $1.4B | 11 | 200 |
| May 2011 | $1.5B | $12.9M | $1.5B | -- | -- |
| Apr 2010 | $1.3B | $0 | $1.3B | -- | -- |
| May 2009 | $1B | $0 | $1B | -- | -- |
| May 2007 | $1.2B | $0 | $1.2B | -- | -- |
| May 2007 | $964M | $0 | $964M | -- | -- |
| May 2005 | $773.4M | $0 | $773.4M | -- | -- |
| Jun 2004 | $638.1M | $0 | $638.1M | -- | -- |
DateOct 2025
Total AUM$7.4B
Discretionary$4.3B
Non-Disc.$3.1B
Employees67
Clients373
DateOct 2025
Total AUM$7.4B
Discretionary$4.3B
Non-Disc.$3.1B
Employees67
Clients373
DateAug 2025
Total AUM$7.4B
Discretionary$4.3B
Non-Disc.$3.1B
Employees67
Clients373
DateMay 2025
Total AUM$7.4B
Discretionary$4.3B
Non-Disc.$3.1B
Employees67
Clients373
DateMar 2025
Total AUM$7.4B
Discretionary$4.3B
Non-Disc.$3.1B
Employees67
Clients373
DateFeb 2025
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees64
Clients368
DateJan 2025
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees64
Clients368
DateMar 2024
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees64
Clients368
DateJan 2024
Total AUM$5.1B
Discretionary$2.8B
Non-Disc.$2.3B
Employees61
Clients265
DateMar 2023
Total AUM$5.1B
Discretionary$2.8B
Non-Disc.$2.3B
Employees61
Clients265
DateApr 2022
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.6B
Employees48
Clients246
DateMar 2022
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.6B
Employees48
Clients246
DateJan 2022
Total AUM$5B
Discretionary$1.8B
Non-Disc.$3.2B
Employees41
Clients9
DateJul 2021
Total AUM$5B
Discretionary$1.8B
Non-Disc.$3.2B
Employees41
Clients9
DateJul 2021
Total AUM$5B
Discretionary$1.8B
Non-Disc.$3.2B
Employees41
Clients9
DateJul 2021
Total AUM$5B
Discretionary$1.8B
Non-Disc.$3.2B
Employees41
Clients9
DateApr 2021
Total AUM$5B
Discretionary$1.8B
Non-Disc.$3.2B
Employees41
Clients9
DateMar 2021
Total AUM$5B
Discretionary$1.8B
Non-Disc.$3.2B
Employees41
Clients9
DateFeb 2021
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateJan 2021
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateSep 2020
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateJun 2020
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateJun 2020
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateJun 2020
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateApr 2020
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateApr 2020
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateMar 2020
Total AUM$4.4B
Discretionary$1.8B
Non-Disc.$2.6B
Employees43
Clients0
DateJan 2020
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees30
Clients0
DateJan 2020
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees30
Clients0
DateJan 2020
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees30
Clients0
DateNov 2019
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees30
Clients0
DateOct 2019
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees30
Clients0
DateJul 2019
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees30
Clients0
DateMay 2019
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees29
Clients0
DateMar 2019
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees30
Clients0
DateMar 2019
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateFeb 2019
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateNov 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateNov 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateNov 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateNov 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateSep 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateAug 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees15
Clients0
DateJun 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees14
Clients0
DateJun 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees14
Clients0
DateJun 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees14
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$1.3B
Non-Disc.$2B
Employees14
Clients0
DateMay 2017
Total AUM$2.9B
Discretionary$763.9M
Non-Disc.$2.1B
Employees14
Clients300
DateMar 2017
Total AUM$2.9B
Discretionary$763.9M
Non-Disc.$2.1B
Employees14
Clients300
DateJan 2017
Total AUM$793.5M
Discretionary$793.5M
Non-Disc.$0
Employees13
Clients200
DateDec 2016
Total AUM$793.5M
Discretionary$793.5M
Non-Disc.$0
Employees13
Clients200
DateNov 2016
Total AUM$793.5M
Discretionary$793.5M
Non-Disc.$0
Employees14
Clients200
DateAug 2016
Total AUM$793.5M
Discretionary$793.5M
Non-Disc.$0
Employees14
Clients200
DateJun 2016
Total AUM$2.6B
Discretionary$793.5M
Non-Disc.$1.8B
Employees14
Clients200
DateMay 2016
Total AUM$2.6B
Discretionary$793.5M
Non-Disc.$1.8B
Employees14
Clients200
DateMay 2016
Total AUM$2.6B
Discretionary$793.5M
Non-Disc.$1.8B
Employees14
Clients200
DateMar 2016
Total AUM$2.4B
Discretionary$532M
Non-Disc.$1.8B
Employees17
Clients200
DateSep 2015
Total AUM$2.4B
Discretionary$532M
Non-Disc.$1.8B
Employees17
Clients200
DateSep 2015
Total AUM$2.4B
Discretionary$532M
Non-Disc.$1.8B
Employees17
Clients200
DateAug 2015
Total AUM$2.4B
Discretionary$532M
Non-Disc.$1.8B
Employees17
Clients200
DateMar 2015
Total AUM$2.4B
Discretionary$532M
Non-Disc.$1.8B
Employees17
Clients200
DateMay 2014
Total AUM$2.5B
Discretionary$327.3M
Non-Disc.$2.2B
Employees17
Clients200
DateMay 2013
Total AUM$2B
Discretionary$183.6M
Non-Disc.$1.8B
Employees13
Clients200
DateMay 2012
Total AUM$1.6B
Discretionary$162.9M
Non-Disc.$1.5B
Employees11
Clients200
DateApr 2012
Total AUM$1.6B
Discretionary$162.9M
Non-Disc.$1.4B
Employees11
Clients200
DateMay 2011
Total AUM$1.5B
Discretionary$12.9M
Non-Disc.$1.5B
Employees--
Clients--
DateApr 2010
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--
DateMay 2009
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees--
Clients--
DateMay 2007
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateMay 2007
Total AUM$964M
Discretionary$0
Non-Disc.$964M
Employees--
Clients--
DateMay 2005
Total AUM$773.4M
Discretionary$0
Non-Disc.$773.4M
Employees--
Clients--
DateJun 2004
Total AUM$638.1M
Discretionary$0
Non-Disc.$638.1M
Employees--
Clients--