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Building 2INTERSECT CAPITAL LLC

Map pinSAN RAMON, CA
Phone925-790-2894
NotebookSEC #801-61821
Total AUM
$1.3B
Employees
4
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12657 ALCOSTA BOULEVARD
SUITE 400
SAN RAMON
CA 94583
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
925-790-2894

ReceiptFinancials

Total AUM
$1.3B
Accounts
431
Discretionary
$1.2B
Accounts
417
Non-Discretionary
$117.4M
Accounts
14

ContactClients

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Individual Clients
86
AUM
$26.2M
HNW Individual Clients
325
AUM
$1.1B
Pension/Profit Sharing Plan Clients
15
AUM
$136.6M
Charitable Organization Clients
5
AUM
$6.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLANENVNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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