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Interfunds

Headquartered in EMERYVILLE, CA

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Firm Information

Interfunds is an investment advisor registered with the SEC. They manage a total of $10,665,632 in assets, which are primarily held in pooled investment vehicles. The firm serves 1 investment company client and has 1 investment advisor representative. Interfunds specializes in portfolio management for pooled investment vehicles.

Interfunds

$10.67M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INTERFUNDS has a total of 1 branch locations across the country.
location

EMERYVILLE, CA

Advisors at Interfunds

View All 2 Advisors
Unclaimed
George R Pastor

RA

EMERYVILLE, CA

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Michael Mondloch

RA

EMERYVILLE, CA

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Disclosures

There are no public disclosures for Interfunds.

Frequently Asked Questions (6)

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