Intellectus Partners, LLC

Intellectus Partners, LLC

Financial Services San Francisco, California, United States 18 employees
Employees
18
Contacts
4
Emails
4
Phones
3

Intellectus Partners, LLC Overview

Headquarters
San Francisco, California, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
18
Founded
2015
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Intellectus Partners, LLC

Your business fuels your wealth. Yet, the wealth management industry too often separates the business owner from their business. Why? It is not built by and for innovators. We are. For effective risk management, precise financial planning, tax strategy, and wealth building, you need a skilled advisory team adept at integrating and aligning your wealth management approach with your business interests. You need Intellectus.

Intellectus Partners, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Intellectus Partners, LLC Org Chart

Sample employees and titles
Name Title Contact
Timothy Ng
Email Phone
Taylor Rowntree Associate at Intellectus Partners, Llc
Email Phone
David J. La Placa Founder & CEO Driving Wealth Creation
Email Phone
Jeff Saccacio, Cpa, Pfs, Chfc, Tep Head of Wealth Planning and Family
Email

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 2 profiles
Executive 1 profile
VP / Head 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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