National Retirement Planning Experts

National Coverage
Local Professionals

INTERACTIVE FINANCIAL ADVISORS

100 Batson Ct.
Suite 104
New Lenox, Illinois 60451
Tel: 630-472-1300

Need a Financial Advisor?
Compare Vetted Advisors

About INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS, formally registered with the SEC as INTERACTIVE FINANCIAL ADVISORS. The firm was established in 01/03/2005. They have over 23 offices throughout the country.

INTERACTIVE FINANCIAL ADVISORS is a New Lenox, Illinois based Financial Planning firm with nearly $284,940,831 assets under management, offering retirement planning & investment advisory services to 3152 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125117
SEC#801-63771
Assets Managed by Firm$284,940,831
No. of Clients3152
No. of Advisors36

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3152$284,940,831
Individuals (other than high net worth individuals)2408$234,869,419
High net worth individuals29$50,071,412

More Retirement Planning firms in New Lenox, Illinois:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED
50 S Lasalle Street
Chicago, IL, 60603-1008
$1,016,556,943,58041105674
INVESCO CAPITAL MANAGEMENT LLC
3500 Lacey Road, Suite 700
Downers Grove, IL, 60515
$545,530,164,135401220
ENVESTNET PMC
150 North Riverside Plaza Suite 2050
Chicago, IL, 60606
$426,071,864,5661821809415
BALYASNY ASSET MANAGEMENT L.P.
444 W. Lake Street, 50th Floor
Chicago, IL, 60606
$248,044,764,038371857
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive
Chicago, IL, 60606
$239,614,971,44159703397

Explore More Retirement Advisors in New Lenox, Illinois