$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-29-2019
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Interval Capital Management, LLC
Interval Capital Management, LLC is a LAS Vegas-based RIA. The firm has been operating for 7 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
P
Prasad V Yerneni
Chief Compliance Officer, PRINCIPAL
- CRD
- #6604954
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,149,539 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,149,539 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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