Intellectus Partners, LLC
Intellectus Partners, LLC (CRD# 173140) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,024,856,954 in 766 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management1,025MILLION
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Total Number of Accounts766ACCOUNTS
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Average Account Value$1,337,933
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NC, NV, NY, TX, WA
Thomas Casey (CRD# 3045309) is an Investment Advisor Representative working at Intellectus Partners, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Tina Chan (CRD# 4507273) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.
David La Placa (CRD# 2419782) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Quinton McDermott (CRD# 6642163) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Kelly Morton (CRD# 5873433) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
Junlong Tan (CRD# 5761751) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.