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 registered with the SEC since 2008. The firm is individually owned and is not structured as a multi-state adviser, a capital allocator, or a pension consultant. It does not identify as an active ESG investor and is not reported as a related adviser to another entity. Public-facing descriptions of advisory or brokerage activities and client types are not provided in the source data, so the business model and target client segments are not explicitly documented.
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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