INTELLECTUS PARTNERS, LLC

Tel: 415-795-7830 1050 Battery Street Suite 100 San Francisco, California 94111

About INTELLECTUS PARTNERS, LLC

INTELLECTUS PARTNERS, LLC is a San Francisco, California based financial advisory firm with nearly $1,168,948,857 in assets under management and provides investment advisory services for 902 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

173140

Firm SEC#:

801-93170

Assets Under Management:

$1,168,948,857

No. of Clients:

902

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, San Francisco