Assets Under Management
$1.3B
Number of Clients
192
Number of Advisors
6
Average Client AUM
$6.7M
AUM per Advisor
$213.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Intellectus Partners offers wealth management services, including discretionary and non-discretionary management of investment portfolios and investment consulting strategies. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy. They also offer wealth coaching and private fund management.
1050 Battery Street, Suite 100, San Francisco, CA, 94111