Intellectus Partners

EST. AUM
$2,978,409,130

CONTACTS
6

CLIENT ACCOUNTS
1,219

Firm Details

Metro area San Francisco
CRD Number 173140
Website intellect.us
Client types

Overview

Intellectus Partners offers a new paradigm of wealth creation and preservation, built upon a solid foundation. Its founders, David La Placa and Jay Casey, have collaborated since 2000. They bring a seasoned maturity, a collaborative ethos, and an innovative mindset that drives their lifecycle advisory approach. They are joined by Kelly Morton, Vice President of Client Financial Planning, and Tina Chan, Vice President of Operations & Administration, who have been with the team since 2000 and 2010, respectively. The team's continuity, longevity, and harmony benefit its clients, who can be assured that processes and systems are in place for robust coverage of their needs. Intellectus Partners' internal operations are sound, and its new partnership with Dynasty Financial Partners significantly enhances its scale and stability, allowing the firm to dedicate its energy to the more important concerns of its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Intellectus Partners

Platform Details

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