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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 13, 2019
    • $99.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3
      Accounts
    • $33.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
David William Shiell
October 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Intersect Capital LLC IAR $668,112,577

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David William Shiell President/Chief Compliance Officer January, 2003 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges