INTERACTIVE FINANCIAL ADVISORS
Firm details
- Headquarters
- NEW LENOX, Illinois
- CRD number
- 125117
- Registered since
- January 3, 2005
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals78.39%
- HNWI21.61%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Interactive Financial Advisors is an independent, SEC-registered registered investment adviser formed in 2005 and organized as a corporation with domestic/individual ownership. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee palette includes asset-based fees, hourly billing, and fixed-fee arrangements. The firm identifies itself as a capital allocator, deploying client capital to third-party managers as part of its construct. The firm does not position itself as an active ESG investor. Its practice combines direct portfolio management with use of external managers and packaged mutual fund/ETF solutions rather than a sole in-house proprietary product lineup.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1RICHARD PETERBOK
CEOCRD 360944
Contacts
3 of 32GREGORY GALE
Financial AdvisorCRD 3199858
PAUL WICHMANN
OwnerCRD 2059419
PAUL BOSNYAK
Agency OwnerCRD 2539144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$182M in ETFs
90%
$164M
6%
$18.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $19.9M | 30,394 | 10.89% |
Location
NEW LENOX, IL
WILL
Location
NEW LENOX, IL
Headquartered in NEW LENOX, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- WILL
- Address
- 100 Batson Ct
- Time zone
- CT (UTC-6)
- Office locations
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