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INTERACTIVE FINANCIAL ADVISORS, INC.

Business and Investment Profile

The INTERACTIVE FINANCIAL ADVISORS, INC. is a privately held investment adviser that advises $240.42mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTERACTIVE FINANCIAL ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 14.11% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 21.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 100 BATSON CT. SUITE 104, LENOX, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 33 employees comprised of 33 investment and 0 non-investment staff. The total number of Employees decreased by 36.54% over the last 5-years.

Asset Profile

Their $240.42mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $188.45mn or 78.39% of Total Assets and High Net Worth Individuals own $51.96mn or 21.61% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

INTERACTIVE FINANCIAL ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: INTERACTIVE FINANCIAL ADVISORS, INC.

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Keywords: Interactive Financial Advisors, Interactive
Generated 2026-09-12T06:51:52.8570076.  © 2026 Convergence.