Petros Koumantaros
Petros Koumantaros is a registered investment advisor at Intellicents Investment Solutions INC, based in Tacoma, WA, with 7 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
6402 19TH Street West, Tacoma, WA, 98466
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Regulatory History
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 →Other Business Activities
Petros is involved in numerous business activities, including real estate ownership, fintech, venture capital, and consulting for workplace retirement plans. He also serves on the boards of several non-profit organizations and instructs financial literacy to students, dedicating a few hours per week to the Washington Saves Governing Board.
Employment History
Current Registrations
Intellicents Investment Solutions INC
State Registrations1 state
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