Interactive Financial Advisors Inc

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Assets, Funds, Holdings

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Interactive Financial Advisors Inc
CRD #125117
SEC #801-63771
CIK #0001419099
AUM $337.8 M (2025-04-30)
Employees 37 (100% Investors, 32% Brokers)
Phone630-472-1300
Address100 Batson Ct
New Lenox, IL 60451
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002005201220192026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,103 254.8
(b) Individuals (high net worth individuals) 48 82.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,858 337.8
By Discretionary
Discretionary 2,858 337.8
Non-Discretionary 0 0.0
Total 2,858 337.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 337.8
Total 2,858 337.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001419099]
Comparable Firms State AUM ($B)
Harrington Investments Incorporated
CA 0.3
Global Assets Advisory LLC
FL 0.3
IDB LIDO Wealth LLC
NY 0.3
Flywheel Private Wealth LLC
CA 0.3
The Pitti Group Wealth Management LLC
NY 0.3
Beacon Investment Advisors LLC
MD 0.3
Garrison Point Capital LLC
CA 0.3
Paragon Financial Services
VA 0.3
Waterford Advisors LLC
NY 0.3
Manners Paul & Associates Inc
GA 0.3
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