Intersect Capital LLC

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Assets, Funds, Holdings

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CAFR Data
Intersect Capital LLC
CRD #122418
SEC #801-61821
CIK #
AUM $668.1 MM (95% Disc, 100% US)
Employees10 (70% Investors, 0% Brokers)
Phone925-790-2894
Address12657 Alcosta Boulevard
San Ramon, CA 94583
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
67053640226813402001200720132020
Sector Holding Cap ($MM) Value ($MM)
IWF32.0
PFF15.6
AAPL843,560.08.2
MSFT865,660.07.0
INTC239,910.06.8
IVV5.5
IWM5.4
JNJ369,000.05.0
T220,140.04.5
EFT544.94.5
View All
Holdings by Sector ($)
0.30.20.20.10.10.02013201520172020
Related Firms State AUM ($BB)
Intersect Capital LLC
CA 0.7
Big Sky Asset Management LLC
CA 0.1
Comparable Firms State AUM ($BB)
Petersen Hastings Investment Management Inc
WA 0.7
Nelson Capital Management Inc
CA 0.7
TR Pipich & Associates LLC
PA 0.7
Stillwater Capital Partners Inc
NY 0.7
SCM Advisors LLC
TX 0.7
F3Logic LLC
MN 0.7
Sanderson Wealth Management LLC
NY 0.7
Prism Financial Group LLC
KS 0.7
PWMCO LLC
IL 0.7
Csenge Advisory Group LLC
FL 0.7
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