Intersect Capital LLC

Based in California, Intersect Capital LLC, legally known as INTERSECT CAPITAL LLC, is a limited liability company with 10 employees, primarily comprised of 7 advisory staff members. Although its client base is unknown, the firm's SEC status as Approved, obtained on Feb 21, 2003, indicates a strong reputation in the financial industry.

• ARMANINO LLP

  MEMBER owns more than 25% but less than 50%

• DAVID WILLIAM SHIELL

  CO-MANAGING MEMBER/PRESIDENT owns more than 25% but less than 50%

• DEVIN ROBERT BLODGETT

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JOSEPH R. MCLEAN

  CO-MANAGING MEMBER owns more than 25% but less than 50%

• MATTHEW ARMANINO

  GENERAL/MANAGING PARTNER

• The Pacific Center FOR Financial Services
• Goldstein Munger + Associates
• Consilium Wealth Management LLC
• Maloon Powers Pitre & Higgins LLC
• Bridgebay Financial Inc
• Prosperity Financial Group Inc
• Keystone National Group LLC
• BIG SKY Asset Management LLC
• Insight Wealth Strategies LLC
• Prosperity Wealth Management Inc

• Analyzing Intersect Capital LLC's Q1 2022 vs. Q2 2022 13F Holdings

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