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
2000 Powell St., Ste 930, Emeryville, CA 94608
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Interfunds
Showing 1 - 2 of 2 top financial advisors.
1
Michael Mondloch, financial advisor Emeryville CA
Michael Mondloch
CRD#: 2521007
2000 Powell St., Ste 930, Emeryville, CA 94608

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, financial advisor Emeryville CA
George R. Pastor
CRD#: 2991813
2000 Powell St., Ste 930, Emeryville, CA 94608

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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