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Interactive Financial Advisors, Inc.

● SEC registered since 2005CRD 125117SEC# 801-63771New Lenox, IL
Export (members)
Reg. AUM
$337.8M
Employees
37
Accounts
2,858
Location
New Lenox, IL

Interactive Financial Advisors, Inc. assets under management

Interactive Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in New Lenox, IL. The firm has been registered since 2005. It reports $337.8 million in regulatory assets under management and employs 37 people.
www.someonewhocares.comView on SEC.gov ↗

Interactive Financial Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Organizamerica ControlHolding CompanyOver 75%2003
Richard Lee Peterbok ControlChief Executive Officer, President, Chief Compliance OfficerUnder 5%2003
Richard Lee Peterbok ControlPresident And SecretaryOver 75%2003

Frequently asked questions

How much does Interactive Financial Advisors, Inc. manage?

Interactive Financial Advisors, Inc. reports $337.8 million in regulatory assets under management on its Form ADV.

How many employees does Interactive Financial Advisors, Inc. have?

Interactive Financial Advisors, Inc. reports 37 employees.

Where is Interactive Financial Advisors, Inc. located?

Interactive Financial Advisors, Inc. is based in New Lenox, IL and has been SEC-registered since 2005.

Does Interactive Financial Advisors, Inc. disclose fund performance?

Interactive Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Batson Ct., Suite 104, New Lenox, IL 60451
Phone630-472-1300
Fax844-270-4905
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1419099
Discloses disciplinary historyNo

Assets under management

Discretionary$337.8M
Non-discretionary$0
Total (RAUM)$337.8M