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INTERACTIVE FINANCIAL ADVISORS
Legal name: INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117File 801-63771
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$240.4M
Below cohort median (national)
Discretionary AUM
$240.4M
Clients
1,307
2,075 accounts
Employees
33
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2005
- Principal office
- 100 BATSON CT., SUITE 104, NEW LENOX, IL, 60451
- Phone
- 630-472-1300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $240.4M
- Discretionary AUM
- $240.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,075
- Non-discretionary accounts
- 0
- Total accounts
- 2,075
- AUM per client
- $184K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $52.0M |
| Individuals (other than high net worth individuals) | 1,275 | $188.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.