Intellectus Partners LLC
Legal Name: INTELLECTUS PARTNERS, LLC
Full Contact Details
Intellectus Partners LLC
1050 BATTERY STREET, SUITE 150, SAN FRANCISCO, CA
415-795-7830
Other Info
Intellectus Partners LLC, a Delaware-based Limited Liability Company, provides financial advisory services to four clients. With a team of eight employees, five of whom are in advisory roles, the firm's SEC status is listed as Approved, and it has been registered since April 2015.
Intellectus
Client Login Intellectus Fidelity Blog Slideshow We represent a different approach to wealth creation and preservation. Read More Our unique LifeCycle Approach to advisory was created over years of research and development with business builders. We have created a model that matches the very unique …
Intellectus
Client Login Intellectus Fidelity Blog Slideshow We represent a different approach to wealth creation and preservation. Read More Our unique LifeCycle Approach to advisory was created over years of research and development with business builders. We have created a model that matches the very unique …
Direct Owners
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DAVID JOSEPH LAPLACA
MANAGING MEMBER owns more than 50% but less than 75%
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THOMAS EDGAR CASEY
MANAGING MEMBER owns more than 25% but less than 50%
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TINA CHING CHAN
CHIEF COMPLIANCE OFFICER owns less than 5%
Custodians
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FIDELITY BROKERAGE SERVICES LLC
United States