Quinton
Mcdermott

Intellectus Partners, LLC

CRD#6642163
Investment Advisor
in San Francisco, CA

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About this Advisor

Quinton Mcdermott is a financial advisor based in San Francisco, California, working with Intellectus Partners, LLC. Quinton has previously held positions at Penn Mutual Life Insurance Company, Act 3 Catering, Pro Sport Club, Madrona Distribution Inc, Spg Advisors LLC, Strategic Benefits, Inc Dba Sound Planning Group, Intellectus Partners, LLC, and Stevens Pass Mountain Resort, LLC. Quinton has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Quinton is part of Intellectus Partners, LLC, which operates out of San Francisco, California. The firm has 1 office and 13 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Intellectus Partners, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1050 Battery Street Suite 100
San Francisco, CA 94111

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Intellectus Partners, LLC Brokerage Details

Total Assets Under Management

$1,168,948,857

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

902

CA Average: 3,727
Average Account Size

$1,295,952

CA Average: $2,033,427

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

Quinton Mcdermott Work History

2024 - Present (0 year)

Intellectus Partners, LLC

2018 - Present (6 years)

Spg Advisors LLC

2017 - Present (7 years)

Strategic Benefits, Inc Dba Sound Planning Group

2017 - 2019 (2 years)

Stevens Pass Mountain Resort, LLC

2016 - 2017 (1 year)

Penn Mutual Life Insurance Company

2015 - 2016 (1 year)

Act 3 Catering

2014 - 2015 (1 year)

Madrona Distribution Inc

2009 - 2015 (6 years)

Pro Sport Club

Disclosures

Please visit the SEC profile of Quinton Mcdermott 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

Junlong Tan
San Francisco, CA
Kelly Morton
San Francisco, CA
Tina Chan
San Francisco, CA
Quinton Mcdermott
San Francisco, CA
Thomas Casey
Charlotte, NC
David La Placa
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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