Interactive Financial Advisors, Inc. is a large advisory firm based in Chicago. It manages $238.56 million of regulatory assets for 3,307 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 26 other states.
Interactive Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Interactive Financial Advisors, Inc. is $238.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 573% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Interactive Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Richard Lee Peterbok is individuals with 3,104 clients and $224.34 million of assets under management. Among the 10 most similar advisory firms, Interactive Financial Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $238.56 million for 3,111 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Interactive Financial Advisors doesn't advise any private funds.
The company employs 68 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 51 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Richard Lee Peterbok has been acting as President since 1 Jan 2003. Joanne Marie Woiteshek joined the executive team most recently as the President.
The principal office where Interactive Financial Advisors, Inc. performs its advisory services is located at 625 N. Michigan Ave., Chicago, IL 60611, which is also the mailing address of the firm. An additional office of the firm is in Chesapeake, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-472-1300 or by fax 844-270-4905. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at swcares.com and its LinkedIn profile.