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INTELLECTUS PARTNERS, LLC
INTELLECTUS PARTNERS, LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 173140
SEC# 801-93170
1
415-795-7830
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at INTELLECTUS PARTNERS, LLC
3 registered advisors
David Joseph Laplaca
SAN FRANCISCO, California
CRD# 2419782
Thomas Edgar Casey
SAN FRANCISCO, California
CRD# 3045309
Tina Ching Chan
SAN FRANCISCO, California
CRD# 4507273
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. INTELLECTUS PARTNERS, LLC (CRD# 173140) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.