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 a corporation that has been SEC-registered since 2008 and is privately owned by an individual. Public registry entries show limited disclosure about its business mix: fields for client types, fee structure, and advisory activities are not populated in the source data. The firm is classified as unclassified in the snapshot and is identified as not being a capital allocator. It is also not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and not listed as a related adviser.
Assets & Accounts
Investments & Alternatives
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 1
Daniel 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
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