Overview
Assets Under Management: $168 million
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145694), INTERACTIVE ADVISERS, INTERACTIVE ADVISORS is subject to fiduciary duty under federal law.
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS serves 54 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, INTERACTIVE ADVISERS, INTERACTIVE ADVISORS offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS manages $168 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, INTERACTIVE ADVISERS, INTERACTIVE ADVISORS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,716
Discretionary Accounts: 2,716
Regulatory Filings
CRD Number: 145694
Filing ID: 2023882
Last Filing Date: 2025-11-04 17:35:18
Website: 1