Interstate Advisors, Inc. is an adviser based in Kennesaw. It manages $9.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Georgia.
Interstate Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Interstate Advisors, Inc. is $9.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Interstate Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Arthur Dodwick Lyons has been acting as President since 1 Jan 2000. Inc. Interstate Advisors joined the executive team most recently as the General Partner.
The principal office where Interstate Advisors, Inc. performs its advisory services is located at 125 Town Park Dr. Ste. 300, Kennesaw, GA 30144, which is also the mailing address of the firm. An additional office of the firm is in Boulder, CO. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 770-420-8220 or by fax 770-420-8451. The normal business hours are 8 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.interstatefunds.com.