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Tina Ching Chan

Intellectus Partners, LLC
22 Years of Experience
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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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Intellectus Partners, LLC
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2015 - March 2016 · 7 mos
Deutsche Bank Securities INC.
August 2012 - July 2015 · 2 yrs 11 mos
Deutsche Bank Securities INC.Broker
July 2010 - July 2015 · 5 yrs
Fidelity Brokerage Services LLCBroker
April 2010 - June 2010 · 2 mos
Thomas Weisel Partners LLCBroker
March 2007 - July 2009 · 2 yrs 4 mos
Linsco/private Ledger CORP.Broker
April 2004 - March 2007 · 2 yrs 11 mos
Wm Financial Services, INC.Broker
May 2002 - August 2003 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.