Intellivest Securities, Inc.

Overview

Intellivest Securities, Inc. is organized as a corporation and is SEC-registered since 2008. The firm is owner-managed (single-individual ownership) and is not identified on FINTRX as a capital allocator. The record classifies the adviser as unclassified and indicates it is not active on ESG investing, is not a multistate adviser, and is not newly formed. FINTRX does not provide detail on the firm’s advisory or business activities, nor a client demographic. That absence of descriptive detail suggests public records on its operating model and client focus are limited in the dataset.

Assets & Accounts

Investments & Alternatives