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 individually owned corporation that has been SEC-registered since 2008. Publicly available dataset fields for the firm are sparse: it is listed as “unclassified” and is not designated as a capital allocator, multi-state adviser, pension consultant, or related adviser. The firm is not flagged as an active ESG investor. The dataset does not disclose detailed business or advisory activities, client segments, or fee arrangements.
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 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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