CRD: 145694
Interactive Advisers, Interactive Advisors
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- Custodian
- Interactive Brokers · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-2008
- Office Locations
- 2
Office Locations
About Interactive Advisers, Interactive Advisors
Interactive Advisors is the robo-advisory arm of Interactive Brokers, offering diversified, low-cost portfolios and themed model portfolios (e.g., value, income, and ESG/social impact). Investors can complete a short questionnaire for a personalized asset-allocation portfolio or choose from prebuilt options, with ongoing support and transparent accounts. Portfolios are largely ETF-based, and tax-loss harvesting is available; clients can upgrade to an Interactive Brokers account for self-directed trading.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SANJOY GHOSH
Advisor, Chief Investment Officer
- CRD
- #6230385
- Ownership
- Less than 5%
Jeffrey Alan Roth
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JOHN RAYMOND DAHLSTROM
Founder
- CRD
- #5048829
Jennifer Mitton
--
- CRD
- #7276091
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,843,352 | $55,090 |
| Non-Discretionary | $0 | -- |
| Total | $195,843,352 | $55,090 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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