Interest Financial, LLC

Overview

Interest Financial, LLC is a limited liability company that registered with the SEC in 2019 and operates as an independent registered investment adviser. The firm concentrates on portfolio management for individuals, families and small-business owners rather than running pooled investment vehicles; it is not a capital allocator or a related adviser. Ownership is a mix of a domestic entity and an individual. The firm charges fixed fees rather than charging on a percentage-of-assets basis, and it serves a retail client base rather than institutional pension sponsors or consultant-type engagements. Interest Financial does not advertise an active environmental, social or governance (ESG) investing program. It is registered to advise clients across multiple states.

Location & Offices