Interfunds
Interfunds (CRD# 136177) is a financial advisory firm headquartered in Emeryville, CA. They manage $14,640,110 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts1ACCOUNTS
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Average Account Value$14,640,110
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Interfunds
1
Michael Mondloch (CRD# 2521007) is an Investment Advisor Representative working at Interfunds in Emeryville, CA and has 1 year of experience in the finance industry.
2
George Pastor (CRD# 2991813) is an Investment Advisor Representative working at Interfunds in Emeryville, CA and has 1 year of experience in the finance industry.
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