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Issued to:
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Intelligent Capitalworks
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Fiduciary fee-only wealth advisory, retirement planning and investment management services for high-net worth individuals, families, and trusts.
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Date of Current Registration:
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2023.11.23
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Date of Initial Registration:
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2019.04.23
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CEFEX file:
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CFX10617
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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