Interactive Financial Advisors
Interactive Financial Advisors is an SEC-registered mass-market adviser in New Lenox, IL with $240.4M assets under management (AUM, regulatory AUM), -29% over one year. See who owns Interactive Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125117, SEC 801-63771, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $240.4M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- New Lenox, IL
- Employees
- 33
- Clients
- 1,307
- CRD
- 125117
- Ownership
- WOITESHEK, JOANNE, MARIE; PETERBOK, RICHARD, LEE; RICHARDSON, PAUL, WILLIAM; ORGANIZAMERICA; SCHERRMAN, MICHAEL, EMMETT
How much AUM does Interactive Financial Advisors have?
Interactive Financial Advisors reported $240.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Interactive Financial Advisors?
Disclosed owners and executives of Interactive Financial Advisors include WOITESHEK, JOANNE, MARIE, PETERBOK, RICHARD, LEE, RICHARDSON, PAUL, WILLIAM, ORGANIZAMERICA, SCHERRMAN, MICHAEL, EMMETT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.