Interval Capital Management

Interval Capital Management (CRD# 281809) is a financial advisory firm headquartered in San Jose, CA. They manage $26,887,420 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $672,186
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Interval Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Christopher C. Hong
CRD#: 6290549
2033 Gateway Place, Suite 500, San Jose, CA 95110
90
Wealthminder
score

Christopher Hong (CRD# 6290549) is an Investment Advisor Representative working at Interval Capital Management in San Jose, CA and has over 4 years of experience in the finance industry.

2
Prasad V. Yerneni
CRD#: 6604954
2033 Gateway Place, Suite 500, San Jose, CA 95110
89
Wealthminder
score

Prasad Yerneni (CRD# 6604954) is an Investment Advisor Representative working at Interval Capital Management in San Jose, CA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.