Interactive Financial Advisors, Inc.
● SEC registered since 2005CRD 125117SEC# 801-63771New Lenox, IL
Reg. AUM
$240.4M
Employees
33
Accounts
2,075
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 $240.4 million in regulatory assets under management and employs 33 people.
Interactive Financial Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Organizamerica Control | Holding Company | Over 75% | 2003 |
| Richard Lee Peterbok Control | Chief Executive Officer, President, Chief Compliance Officer | Under 5% | 2003 |
| Richard Lee Peterbok Control | President And Secretary | Over 75% | 2003 |
Frequently asked questions
How much does Interactive Financial Advisors, Inc. manage?
Interactive Financial Advisors, Inc. reports $240.4 million in regulatory assets under management on its Form ADV.
How many employees does Interactive Financial Advisors, Inc. have?
Interactive Financial Advisors, Inc. reports 33 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
| Address | 100 Batson Ct., Suite 104, New Lenox, IL 60451 |
| Phone | 630-472-1300 |
| Fax | 844-270-4905 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1419099 |
| Discloses disciplinary history | No |
Regulatory AUM
$240.4M▼ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$240.4Mregulatory AUM
Discretionary $240.4M