INTELLECTUS PARTNERS, LLC

1050 Battery Street
Suite 100
San Francisco, California 94111
Tel: 415-795-7830

About INTELLECTUS PARTNERS, LLC

INTELLECTUS PARTNERS, LLC, formally registered with the SEC as INTELLECTUS PARTNERS, LLC. The firm was established in 04/21/2015. They have over 2 offices throughout the country.

INTELLECTUS PARTNERS, LLC is a San Francisco, California based Financial Planning firm with nearly $1,168,948,857 assets under management, offering retirement planning & investment advisory services to 902 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173140
SEC#	801-93170
Assets Managed by Firm	$1,168,948,857
No. of Clients	902
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	902	$1,168,948,857
High net worth individuals	159	$1,074,037,576

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