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Petros Panayotis Koumantaros

Investment adviser representative at Intellicents Investment Solutions Inc
21 yearsExperience
1 stateRegistered in
$9.9BFirm assets
30 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

21 years in the industry.

  1. Intellicents Investment Solutions, inc.Jun 2018 to now
  2. Spectrum Pension Consultant, Inc.Dec 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (WA).

Intellicents Investment Solutions Inc

$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6965127
Firm CRD
107498
Advisor's SEC record (opens in a new tab)
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