INTELLIVEST SECURITIES, INC.
Firm details
- Headquarters
- RIVERDALE, Georgia
- CRD number
- 145022
- Registered since
- January 11, 2008
- Website
- intellivestsecurities.com
Firm profile
FINTRXOverview
Intellivest Securities, Inc. is organized as a corporation and registered with the SEC in 2008. Ownership is held by an individual owner. Public records classify the firm as unclassified and indicate it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DANIEL KOLBER
OwnerCRD 1001814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RIVERDALE, GA
CLAYTON
Location
RIVERDALE, GA
Headquartered in RIVERDALE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- CLAYTON
- Address
- 1540 Chase Ct
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
VRA PARTNERS, LLC
Broker-DealerAtlanta, GA
U.S. BROKERAGE, INC.
Broker-DealerALPHARETTA, GA
CANNON SECURITIES, INC.
Broker-DealerATHENS, GA
FIRST COMMONWEALTH SECURITIES CORPORATION
Broker-DealerAtlanta, GA
TRUIST INVESTMENT SERVICES, INC.
Broker-DealerAtlanta, GA
H & L EQUITIES, LLC
Broker-DealerAtlanta, GA