INTERLOCK EQUITY LP

11911 San Vicente Blvd.
Suite 310
Los Angeles, California 90049
Tel: 310-598-1848

About INTERLOCK EQUITY LP

INTERLOCK EQUITY LP, formally registered with the SEC as INTERLOCK EQUITY LP. The firm was established in 07/28/2023. They have over 2 offices throughout the country.

INTERLOCK EQUITY LP is a Los Angeles, California based Financial Planning firm with nearly $414,106,730 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315618
SEC#	801-128449
Assets Managed by Firm	$414,106,730
No. of Clients	3
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$414,106,730

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