Interlake Capital Management, LLC

Interlake Capital Management, LLC (CRD# 142577) is a financial advisory firm headquartered in Monterey, CA. They manage $29,300,000 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $945,161
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WI

Financial Advisors at Interlake Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nicholas A. Curran
CRD#: 4841256
135 West Franklin Street, Suite 2, Monterey, CA 93940
93
Wealthminder
score

Nicholas Curran (CRD# 4841256) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Monterey, CA and has over 12 years of experience in the finance industry.

2
Timothy J. Dalton
CRD#: 1440779
Novato, CA
93
Wealthminder
score

Timothy Dalton (CRD# 1440779) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Novato, CA and has over 25 years of experience in the finance industry.

3
Jaye J. Joslin
CRD#: 2289742
135 West Franklin Street, Suite 2, Monterey, CA 93940
93
Wealthminder
score

Jaye Joslin (CRD# 2289742) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Monterey, CA and has over 9 years of experience in the finance industry.

4
Kevin S. Price
CRD#: 4839019
135 West Franklin Street, Suite 2, Monterey, CA 93940
93
Wealthminder
score

Kevin Price (CRD# 4839019) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Monterey, CA and has over 12 years of experience in the finance industry.

5
Patrick D. Stafford
CRD#: 5190254
Monterey, CA
93
Wealthminder
score

Patrick Stafford (CRD# 5190254) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.

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