Intersect Capital LLC
Legal Name: INTERSECT CAPITAL LLC
Full Contact Details
Intersect Capital LLC
12657 ALCOSTA BOULEVARD, SUITE 400, SAN RAMON, CA
925-790-2894
925-303-4196
Other Info
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.
Direct Owners
-
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%
Indirect Owners
-
MATTHEW ARMANINO
GENERAL/MANAGING PARTNER
Firms Located Nearby
- 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
Top Holdings
- ISHARES TR RUS 1000 GRW ETF $39,273k
- ISHARES TR $17,768k
- MICROSOFT CORP $10,507k
- Apple Inc $9,867k
- INTEL CORP $6,706k
- ISHARES TR CORE S&P500 ETF $6,601k
- ISHARES TR RUSSELL 2000 ETF $6,354k
- AT&T INC $5,745k
- JOHNSON & JOHNSON $5,344k
- JPMORGAN CHASE & CO $4,853k