INTEREST FINANCIAL, LLC
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 300418
- Registered since
- August 1, 2019
- Website
- www.grifin.com
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Interest Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm identifies as a multi-state adviser serving individual and family clients with a focus on portfolio management for individuals and small businesses. Ownership is recorded as a mix of a domestic entity and an individual. The firm operates on a fixed-fee pricing model and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3ROBERT STARR
President, COOCRD 7148631
AARON FROUG
CEOCRD 7148641
DIANNE MORIN
CEO & FounderCRD 7051669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 802 E Whiting St
- Time zone
- ET (UTC-5)
- Office locations
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