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Building 2INTERSTATE EQUITIES CORPORATION

Map pinLOS ALTOS, CA
Phone650-917-8600
NotebookSEC #801-60611
Total AUM
$40M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FIRST STREET
SUITE 7
LOS ALTOS
CA 94022
USA
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
650-917-8600

ReceiptFinancials

Total AUM
$40M
Accounts
200
Discretionary
$40M
Accounts
200
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITIONS, DISPOSITIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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