Kevin Price is a registered investment advisor at Interlake Capital Management, LLC, based in Carmel, CA, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 38 clients with $77M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Clock Tower Place, Suite 120, Carmel, CA, 93923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works part-time as a caddie at Pebble Beach Resorts since 2015, dedicating about a quarter of his time to this activity. Approximately 10% of his time is during securities trading hours.
Employment History
Current Registrations
Interlake Capital Management, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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