David
La Placa
Intellectus Partners, LLC
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About this Advisor
David La Placa is a financial advisor operating out of San Francisco, California with 8 years of relevant experience. La Placa currently works for Intellectus Partners, LLC. Throughout their career, they have worked at Purshe Kaplan Sterling Investments, Inc, Deutsche Bank Securities Inc and Intellectus Partners, LLC. La Placa maintains a Series 63 license, which qualifies them as a securities broker, and is approved to operate in California and Texas. Intellectus Partners, LLC is a company that has its headquarters in San Francisco, CA. The company has a total of 13 financial advisors. It oversees $1 billion in assets under management across its 766 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 766 accounts, 96% belong to high-net-worth clients who have at least $1 million in assets. Intellectus Partners, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Intellectus Partners, LLC may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intellectus Partners, LLC Brokerage Details
$1,024,856,954
13
766
$1,337,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David La Placa Work History
David has been registered as a financial advisor for 8 years.*
Intellectus Partners, LLC
Purshe Kaplan Sterling Investments, Inc
Deutsche Bank Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David La Placa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intellectus Partners, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
Charlotte, NC
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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