Based in San Ramon, California, Intersect Capital is a Registered Investment Advisor specializing in servicing the unique financial planning needs of business owners, entrepreneurs, athletes and entertainers.
View Top Employees from Intersect Capital LLC| Website | http://www.intersectcapitalllc.com/ |
| Revenue | $5.4 million |
| Employees | 7 (7 on RocketReach) |
| Founded | 1997 |
| Address | 12657 Alcosta Blvd Suite 500, San Ramon, California 94583, US |
| Phone | (925) 790-2894 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Bay Harbor Wealth Management, Covenant Wealth Advisors, Sard Wealth Management Group, LLC, Selkirk Wealth Advisors, LLC, SteelPeak Wealth |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Intersect Capital LLC Questions
The Intersect Capital LLC annual revenue was $5.4 million in 2024.
Michael Fitzsimmons is the Partner, Intersect Ventures of Intersect Capital LLC.
7 people are employed at Intersect Capital LLC.
Intersect Capital LLC is based in San Ramon, California.
The NAICS codes for Intersect Capital LLC are [52, 52393, 523, 5239].
The SIC codes for Intersect Capital LLC are [628, 62].
Top Intersect Capital LLC Employees
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Drew Bryant
Wealth Advisory Associate at Intersect Capital LLC
Los Angeles, California, United States11 -
ViewMichael Fitzsimmons
Partner, Intersect Ventures at Intersect Capital LLC
Diablo, California, United States35+ -
ViewLaura Altamirano
Office Manager at Intersect Capital LLC
San Francisco, California, United States12 -
ViewJoy Puyear
Wealth Management Advisor at Intersect Capital LLC
Pleasant Hill, California, United States35+
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