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President, Chief Investment Officer · Intelligent Capitalworks

Vincent H. Rossi

CRD 1201864 · Named on Form ADV at one SEC-registered adviser

At a glance

Intelligent Capitalworks, an SEC-registered wealth manager based in Scottsdale, AZ with $377 million in regulatory assets, lists Vincent H. Rossi on its Form ADV as President, Chief Investment Officer, a control person.

Firms and roles

  • Intelligent CapitalworksPresident, Chief Investment OfficerWealth manager · Scottsdale, AZ · $377M in regulatory assets

AtlasMembers

Vincent’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vincent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.