PK
Petros P. Koumantaros
INTELLICENTS INVESTMENT SOLUTIONS
Tacoma, WA 98466
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CRD#: 6965127
PK
Professional summary
Petros Panayotis Koumantaros is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Tacoma, Washington.
Petros is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Petros has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 2K Holdings, LLC, non-investment related business, 6402 19th Street West, Tacoma WA 98466; Owns and leases real estate. Relationship with the business member 2. GROUPIRA, Inc., investment-related business, 6402 19th Street West; fintech company based in Tacoma, WA operates a technology program and order routing system for IRA investors and investment advisers; Director 3. Spartan Ventures, LLC, non-investment related business, 6402 19th Street West, Tacoma WA 98466; holding company which invests in ordinary businesses; Member 4. Spectrum Pension Consultants, Inc. investment related business, 6402 19th Street West, Tacoma WA 98466; B2B consulting firm, which principally administers workplace retirement plans; Officer and Director 5. Incentive Benefits, Inc, 911 E Colorado Blvd # 250, Pasadena, CA; administrative services provider for workplace retirement plans based in Pasadena, CA; shareholder, member Board of Director and Corporate Officer 6. Integrity Pensions Services, LLC, 6402 19 Street West, Tacoma, WA 98466; administrative services provider for workplace retirement plans based in Las Vegas, NV; Equity partner 7. Pro-TPA, LLC, 6402 19th Street West, Tacoma, WA 98466; administrative services provider and record keeper of 401(k) plans in Mansfield, OH; Equity partner 8. Seattle Rotary Boys & Girls Club, 201 19th Ave. Seattle, WA 98122. non-investment related; Advisory Board Member; Non-profit organization. Start date: 2013. Hours devoted will vary may take place during securities trading hours Participant in advisory board meetings, support fundraising and help organization become successful 9. Pano Koumantaros Cancer Research Fund, 6402 19th Street West, Tacoma WA 98466; non-investment related; Director; Non-profit organization. Start date: 2006. Hours devoted will vary may take place during securities trading hours. Participant to support programs, provide opinions on grant decisions and support fundraising efforts. 10. Qualified Pension Consultants, inc.,investment-related business, 6402 19th Street West, Tacoma WA 98466; Shareholder & Director; Administrative services provider for workplace retirement plans 11.St. Joseph School of Seattle, 700 18th Ave E, Seattle, WA 98112; non-investment related; Non-Profit Organization. Position: Exploratory Program Financial Literacy Instructor to 7th and 8th grade students. Start Date: November 2022. 6 hours devoted will take place after trading hours 10. Washington Saves Governing Board, investment related, Government Board, Board Member Representing the Securities Industry; 12/16/2025, 10 hours/month, 0 hours during securities trading hours, sole responsibility for contracting w/outside firms to provide investment management for program funds and manage performance of investment managers under those contracts 11. Electric Solidus, Inc. dba Swan Bitcoin; investment related; 26565 W. Agoura Rd, Suite 200, Calabasas, CA 91302; Bitcoin Financial Services Company; Advisor; 5/13/2025; 4 hours/month; 0 hours during securities trading hours; advise and consult with company, independent contractor
CRS (Client Relationship Summary) - RIA
Click below to view Petros Panayotis Koumantaros's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 4, 2018 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 6402 19th Street West, Tacoma, WA 98466RIA
CRD#: 107498
Tacoma, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(6/4/2018)
Current Firm
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,103 |
| AUM (Assets Under Management) | $ 7,362,137,726 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498Tacoma, WA 98466TRUST BUT VERIFY
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