Money Intelligence
30yrs
Top 15% by experience in Santa Clara
Money Intelligence
Santa Clara, CA. Legal name: Denarius Capital Advisors Inc.
About the firm
A registered investment advisory firm based in Santa Clara, California. It manages about $171 million for roughly 41 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$279,303
Assets under management ?$171 million
Individual clients41
Median years of experience23
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Money Intelligence
2Advisors
23Median years of experience
1States with offices
–Offices
Also known as
Denarius Capital Advisors Inc. · Money Intel
About Money Intelligence
How do I contact Money Intelligence?
Call the main office at (888) 865-7262. The main office is at 5201 Great America Parkway Suite 455, Santa Clara, CA 95054.
How is Money Intelligence paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Money Intelligence offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Money Intelligence?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.