TrueAdvisor
TrueAdvisor
KM
KM

Kelly Paul Morton

Intellectus Partners, LLC
14 Years of Experience
View SEC Summary
View SEC Summary
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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Intellectus Partners, LLC
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2015 - April 2016 · 8 mos
Deutsche Bank Securities INC.
September 2011 - July 2015 · 3 yrs 10 mos
Deutsche Bank Securities INC.Broker
April 2011 - July 2015 · 4 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.