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Dan Bowen

INTERSECT CAPITAL LLC·SAN RAMON, California
Clean recordINTERSECT CAPITAL LLC
12657 ALCOSTA BOULEVARD, SAN RAMON, CA 94583CRD# 6398279Firm CRD# 122418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dan Bowen · SAN RAMON, CA
Registration
CRD #6398279 · INTERSECT CAPITAL LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
INTERSECT CAPITAL LLC
CRD 122418 · SEC 801-61821
AUM
$1.3B
Regulatory assets under management
Employees
4
431 client accounts
Services offered by INTERSECT CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTERSECT CAPITAL LLC →
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03

Frequently Asked Questions

What services does Dan Bowen offer?
Dan Bowen specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Dan Bowen's credentials?
Dan Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Bowen located?
Dan Bowen is based in SAN RAMON, California, working with INTERSECT CAPITAL LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Dan Bowen charge for services?
Dan Bowen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTERSECT CAPITAL LLC?
INTERSECT CAPITAL LLC has approximately 4 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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