Overview
Assets Under Management: $338 million
Headquarters: NEW LENOX, IL
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
INTERACTIVE FINANCIAL ADVISORS, INC. 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 #125117), INTERACTIVE FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
INTERACTIVE FINANCIAL ADVISORS, INC. is headquartered in NEW LENOX, IL.
INTERACTIVE FINANCIAL ADVISORS, INC. serves 48 high-net-worth clients according to their SEC filing dated April 30, 2025. View client details ↓
According to their SEC Form ADV, INTERACTIVE FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INTERACTIVE FINANCIAL ADVISORS, INC. manages $338 million in client assets according to their SEC filing dated April 30, 2025.
According to their SEC Form ADV, INTERACTIVE FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,858
Discretionary Accounts: 2,858
Regulatory Filings
CRD Number: 125117
Filing ID: 1985460
Last Filing Date: 2025-04-30 09:49:00
Website: https://swcares.com