Intersect Capital LLC Email Format

Financial ServicesCalifornia, United States11-50 Employees

Intersect Capital LLC is a registered investment advisory firm based in San Ramon, California, serving business owners, entrepreneurs, athletes and entertainers with financial planning services. The firm focuses on addressing the distinctive needs of its clients, offering guidance tailored to individuals who may require specialized strategies and asset-management approaches. Operating within the financial services industry, Intersect Capital positions itself as a practitioner that manages investment interests for a niche clientele rather than a mass-market clientele.
Founded and located in the San Ramon area, the company operates with a relatively small team and has developed relationships that support its advisory role for high-net-worth individuals and professional figures. A notable development in its recent activity is regional coverage and participation in various asset investments, reflecting ongoing engagement with clients' diverse financial interests.

Sign up for free to view info

Company overview Employee directory