Falists
← Back to search

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS, INC.

CRD 125117 · SEC 801-63771

Visit website

100 BATSON CT., SUITE 104, NEW LENOX, IL, 60451, United States

Phone

630-472-1300

Fax

844-270-4905

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$240.4M

Discretionary AUM

$240.4M

Team

33 total employees; 33 advisory reps; 20 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1275$188.5M
High net worth individuals32$52.0M

States served

AZ, CA, CO, GA, ID, IL, IN, IA, LA, MD, MI, MN, MT, NV, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD