INTERSECT CAPITAL LLC

SAN RAMON, California·1 registered advisor·CRD# 122418
SEC# 801-618210925-790-2894
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTERSECT CAPITAL LLC

1 registered advisor
Dan Bowen
SAN RAMON, California
05

Office Locations

SAN RAMON, California
1 advisor

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Data sourced from SEC Form ADV filings. INTERSECT CAPITAL LLC (CRD# 122418) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.