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TRANEL INTELLIGENT INVESTING, LLC

LIBERTYVILLE, IL · CRD 328546 · IAPD ↗ · tranelintelligentinvesting.com · 847-680-9073

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — TRANEL INTELLIGENT INVESTING, LLC (LIBERTYVILLE, IL) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
February 2024 — TRANEL INTELLIGENT INVESTING, LLC (LIBERTYVILLE, IL) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.