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).

By the Numbers
  • Total Assets Under Management
    1,025
    MILLION
  • Total Number of Accounts
    766
    ACCOUNTS
  • Average Account Value
    $1,337,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, NV, NY, TX, WA

Financial Advisors at Intellectus Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Thomas E. Casey
CRD#: 3045309
15720 Brixham Hill Ave, Suite 300, Charlotte, NC 28277

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.

2
Tina C. Chan
CRD#: 4507273
1050 Battery Street, Suite 100, San Francisco, CA 94111

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.

3
David J. La Placa
CRD#: 2419782
1050 Battery Street, Suite 100, San Francisco, CA 94111

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.

4
Quinton G. McDermott
CRD#: 6642163
1050 Battery Street, Suite 100, San Francisco, CA 94111

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.

5
Kelly P. Morton
CRD#: 5873433
1050 Battery Street, Suite 100, San Francisco, CA 94111

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.

6
Junlong N. Tan
CRD#: 5761751
1050 Battery Street, Suite 100, San Francisco, CA 94111

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.

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