Interserv, LLC is a large advisory firm based in Heathrow. It manages $820.28 million of regulatory assets for 1,127 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, California, Florida, and 7 other states.
Interserv provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment performance analytics for retirement plans, foundations and endowments. 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 Interserv, LLC is $820.28 million. The firm's AUM has grown by 681% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Interserv, LLC for their services and products based on a percentage of assets under management and fixed fees. 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.
Mendel Allen Melzer has been acting as President since 1 Mar 2017. Gigi Klara Szekely joined the executive team most recently as the Chief Compliance Officer.
The principal office where Interserv, LLC performs its advisory services is located at 300 International Parkway, Heathrow, FL 32746 The mailing address of the firm is 300 International Parkway, Heathrow, FL 32746. An additional office of the firm is in Mobile, AL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-333-2905 or by fax 407-333-2815. The normal business hours are 8:00 a.m. - 5:00 p.m. cst/cdt on Monday - Friday. You can find more information about the New York firm at interservllc.com.