Interstate Advisors, Inc. (Kennesaw)

Name: Interstate Advisors, Inc.
Address: 125 Town Park Dr. Ste. 300, Kennesaw, GA, 30144
Telephone: 770-420-8220

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.

Interstate Advisors: assets under management

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 firm manages $9.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.6 million each.

Fees & Commissions

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.

Careers at Interstate Advisors, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arthur Dodwick Lyons	President	1 Jan 2000	75% - 100%	713773
Jerry Johnson Hodges	Vice president	1 Jan 2000	Other	4384940
Lhm Trading	Shareholder	1 Jan 2000	Other	47074

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sheldon Sorenson And Hafner Architects Profit Sharing Plan Johnson	Limited partner	1 Jul 1999	25% - 50%	41-0986188
Roger F Johnson	Trustee	1 Jul 1999	75% - 100%	3264396
Inc. Interstate Advisors	General partner	1 Apr 2000	25% - 50%	112354

Based in Kennesaw

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.