David Joseph La Placa

31 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Intellectus Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

192 clients

Average Client Portfolio

$6.7M average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$5M

Financial Planning:Included in AUM fee

Location

1050 Battery Street, Suite 100, San Francisco, CA, 94111

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History

Regulatory History (1)

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Customer Dispute

July 1998

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

David is a member of IP Group LLC (investment related), managing member of Data Empowerment (software development), managing partner at Gemini Partners LLC (investment vehicle), and managing member of Insight X Labs LLC (software optimization & development). He also serves on the advisory board for Orbital Insight and Bietelan Inc., and as an advisor for Gaga Sports and Scientific Revenue, and owns The Hint Box (software development).

Employment History

Current Registrations

Intellectus Partners, LLC

June 2015 - Present · 10 yrs 8 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

July 2015 - April 2016 · 9 mos

Deutsche Bank Securities INC.

July 2004 - July 2015 · 11 yrs

Deutsche Bank Securities INC.Broker

June 2004 - July 2015 · 11 yrs 1 mo

Lehman Brothers INC.Broker

January 2000 - June 2004 · 4 yrs 5 mos

Warburg Dillon Read LLCBroker

July 1998 - February 2000 · 1 yr 7 mos

Cibc Oppenheimer CORP.Broker

September 1996 - June 1998 · 1 yr 9 mos

Olde Discount CorporationBroker

December 1993 - October 1996 · 2 yrs 10 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.