CRD: 125117
Interactive Financial Advisors
$240.4M Total AUM
$240.4M Disc. AUM
-8.3% 3Y CAGR
33 Employees
1,327 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-2003
- Office Locations
- 30
Office Locations
100 Batson Court Suite 104 NEW Lenox IL
11467 Marco Polo Lane South Jordan UT
11815 Fountain WAY, Suite 300 Newport News VA
About Interactive Financial Advisors
Interactive Financial Advisors is a NEW Lenox-based RIA with 30 offices. The firm has been operating for 23 years. Managing $240.4M in total assets under management, with 33 advisory representatives. They custody assets with Axos.
Team overview
53 AVG AGE
$7.3M AVG AUM / ADVISOR
$181.2K AVG AUM / CLIENT
12.2 yrs AVG TENURE
33 Employees
33 Advisory Reps
33 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD LEE PETERBOK
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #360944
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARCUS MATTHEW BAUMAN
--
- CRD
- #5278844
Available
Available
Available
N
NATHAN GEORGE BECKER
Registered Representative
- CRD
- #5447371
Available
Available
Available
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,418,188 | $115,864 |
| Non-Discretionary | $0 | -- |
| Total | $240,418,188 | $115,864 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| 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 |
Continue browsing