Intersect Capital LLC
Legal Name: INTERSECT CAPITAL LLC
12657 ALCOSTA BOULEVARD, SUITE 400, SAN RAMON, CA
Full Contact Details
Other Info
Intersect Capital LLC is legally known as INTERSECT CAPITAL LLC. It is a CA Limited Liability Company. This firm has 10 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 21, 2003.
Direct Owners
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ARMANINO LLP
MEMBER owns more than 25% but less than 50%
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DAVID WILLIAM SHIELL
CO-MANAGING MEMBER/PRESIDENT owns more than 25% but less than 50%
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DEVIN ROBERT BLODGETT
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOSEPH R. MCLEAN
CO-MANAGING MEMBER owns more than 25% but less than 50%
Indirect Owners
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MATTHEW ARMANINO
GENERAL/MANAGING PARTNER
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 9, 2019
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