Money Intelligence

Overview

Money Intelligence is a state registered investment adviser based in Santa Clara, CA, registered since 2014. It reports $171M in assets under management across 274 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$171M

Accounts

274

Average account

$623K

Employees

3

Advisory reps

2

Registered since

2014

Jurisdictions

2

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Monte Rahul Malhotra President, Chief Compliance Officer CRD 5809783

Advisory reps 2 of 2

• Frank P Bruno Insurance Agent · Investment Adviser Rep CRD 2304996
• Monte Rahul Malhotra Investment Adviser Rep CRD 5809783

Location

Headquarters

5201 Great America Pkwy Ste 455
Santa Clara, CA 95054

County

Santa Clara

Metro area

San Jose-Sunnyvale-Santa Clara, CA

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: moneyintel.com

Every state, with registration dates

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