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 an SEC-registered corporation that has been registered since 2008 and is owned by an individual. The firm is classified as unclassified in the available data. It does not report being a multi-state adviser, an active ESG investor, a pension consultant, a related adviser, or a capital allocator. Public-facing descriptions of advisory activities, fee schedules, client segments and firm affiliations were not provided in the source information.
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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