Intersecurities, Inc. is a large advisory firm based in St Petersburg. It manages $1.61 billion of regulatory assets for 13,045 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Intersecurities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intersecurities, Inc. is $1.61 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Intersecurities, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kimberly Ann Scouller has been acting as President since 1 Jul 2003. Inc. Transamerica International Holding joined the executive team most recently as the Owner.
The principal office where Intersecurities, Inc. performs its advisory services is located at 570 Carillon Parkway, St Petersburg, FL 33716 1202 The mailing address of the firm is Po Box 9053, Clearwater, FL 33758 9053. An additional office of the firm is in Honolulu, HI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-299-1800 or by fax 800-660-3702. The normal business hours are 8:00 a.m. to 7:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.intersecurities.com.