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Intellectus Partners

Intellectus Partners

Intellectus Partners Summary

Company Summary

Overview
Intellectus Partners is a company that provides investment and wealth advisory solutions. It offers financial planning, tax strategy, risk management, wealth building, and other services.
Type
Private
Status
Active
Founded
2015
HQ
San Francisco, CA, US | view all locations
Website
https://intellect.us/
Cybersecurity rating
Sectors

Table of Contents

Key People

  • David J la Placa

    David J la Placa, Founder, Chairman, CEO

  • Jay Casey

    Jay Casey, Co-Founder, President

  • Kelly Morton

    Kelly Morton, Vice President of Client Planning, Associate Partner

    • Tina Chan

      Tina Chan, Vice President of Operations & Administration, Associate Partner

    LocationsView all

    1 location detected

    • San Francisco, CA HQ

      United States

      1050 Battery Street, Suite 100

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