Hedge Fund Database

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS, INC. Legal Name

Adviser information for INTERACTIVE FINANCIAL ADVISORS last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 36
Investment Advisory/Research 36
Registered Broker-Dealer Representatives 13
Registered State Investment Advisers 36
Licensed Agents of an Insurance Company 32
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,152 $284.9M
Non-Discretionary 0 $0
Total 3,152 $284.9M

Clients

Type Number RAUM
Individuals 2,408 $234.9M
HNW Individuals 29 $50.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 20
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63771
SEC ERA File Number 801-63771
SEC CIK Numbers 1419099
SEC CRD Numbers 125117
Legal Entity Identifier None

Principal Office

100 BATSON CT.
SUITE 104
NEW LENOX
IL
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 630-472-1300, Fax: 844-270-4905

Websites

www.linkedin.com/company/interactive-financial-advisors/ www.someonewhocares.com

Chief Compliance Officer

RICHARD LEE PETERBOK
PRESIDENT AND CHIEF EXECUTIVE OFFICER
100 BATSON CT.
SUITE 104
NEW LENOX
IL
United States
Tel: 630-472-1300
Fax: 844-270-4905
(Full email address available in API data)

Regulatory Contact

BRETT SIMMS
DIRECTOR OF OPERATIONS
100 BATSON CT.
SUITE 104
NEW LENOX
IL
United States
Tel: 630-472-1300
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PETERBOK, RICHARD, LEE Individual – CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER 01/2003 < 5%
ORGANIZAMERICA Domestic Entity – HOLDING COMPANY 01/2003 > 75%
PETERBOK, RICHARD, LEE Individual ORGANIZAMERICA PRESIDENT AND SECRETARY 01/2003 > 75%

No. Employees, Historic

70350201920202021202220232024202568 on 7/16/201968 on 8/12/201968 on 10/21/201968 on 11/2/201968 on 1/24/202053 on 3/2/202053 on 6/8/202053 on 7/27/202053 on 9/16/202053 on 1/4/202152 on 2/1/202152 on 2/1/202152 on 4/12/202152 on 5/11/202152 on 8/12/202152 on 8/30/202152 on 11/3/202140 on 3/1/202240 on 5/3/202240 on 6/30/202240 on 8/5/202240 on 9/6/202240 on 11/7/202237 on 3/2/202337 on 5/31/202337 on 10/26/202337 on 1/8/202436 on 1/17/2024

RAUM, Historic

400M200M02019202020212022202320242025238564041 on 7/16/2019238564041 on 8/12/2019238564041 on 10/21/2019238564041 on 11/2/2019238564041 on 1/24/2020272076062 on 3/2/2020272076062 on 6/8/2020272076062 on 7/27/2020272076062 on 9/16/2020272076062 on 1/4/2021279908294 on 2/1/2021279908294 on 2/1/2021279908294 on 4/12/2021279908294 on 5/11/2021279908294 on 8/12/2021279908294 on 8/30/2021279908294 on 11/3/2021321284342 on 3/1/2022321284342 on 5/3/2022321284342 on 6/30/2022321284342 on 8/5/2022321284342 on 9/6/2022321284342 on 11/7/2022278271719 on 3/2/2023278271719 on 5/31/2023278271719 on 10/26/2023278271719 on 1/8/2024284940831 on 1/17/2024

No. Clients, Historic

4,0002,000020192020202120222023202420253111 on 7/16/20193111 on 8/12/20193111 on 10/21/20193111 on 11/2/20193111 on 1/24/20203166 on 3/2/20203166 on 6/8/20203166 on 7/27/20203166 on 9/16/20203166 on 1/4/20213049 on 2/1/20213049 on 2/1/20213049 on 4/12/20213049 on 5/11/20213049 on 8/12/20213049 on 8/30/20213049 on 11/3/20212170 on 3/1/20222170 on 5/3/20222170 on 6/30/20222170 on 8/5/20222170 on 9/6/20222170 on 11/7/20222382 on 3/2/20232382 on 5/31/20232382 on 10/26/20232382 on 1/8/20242437 on 1/17/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALLSTATE CORP COM 379K 2K –
AMAZON COM INC COM 371K 2K –
AMERICAN ELEC PWR CO INC COM 307K 4K –
AMPLIFY ETF TR ONLIN RETL ETF 432K 8K –
APPLE INC COM 2M 8K –
ARK ETF TR INNOVATION ETF 627K 14K –
CHEVRON CORP NEW COM 231K 1K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 2M 17K –
FLEXSHARES TR FLEXSHARES ULTRA 7M 89K –
FLEXSHARES TR IBOXX 3R TARGT 854K 36K –
FLEXSHARES TR STOX US ESG SLCT 5M 36K –
GATX CORP COM 596K 5K –
GILEAD SCIENCES INC COM 220K 3K –
GLOBAL X FDS US INFR DEV ETF 574K 16K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 279K 12K –
INVESCO EXCH TRADED FD TR II S&P INTL QULTY 1M 39K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 734K 17K –
INVESCO EXCHANGE TRADED FD T INVESCO MSCI 384K 10K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL REL 900K 27K –
INVESCO QQQ TR UNIT SER 1 9M 18K –
ISHARES GOLD TR ISHARES NEW 950K 22K –
ISHARES SILVER TR ISHARES 226K 9K –
ISHARES TR 1 3 YR TREAS BD 397K 5K –
ISHARES TR 20 YR TR BD ETF 508K 6K –
ISHARES TR 3 7 YR TREAS BD 232K 2K –
ISHARES TR CORE S&P500 ETF 24M 44K –
ISHARES TR CORE US AGGBD ET 14M 141K –
ISHARES TR EAFE VALUE ETF 3M 66K –
ISHARES TR EXPND TEC SC ETF 4M 41K –
ISHARES TR EXPONENTIAL TECH 630K 11K –
ISHARES TR FLTG RATE NT ETF 242K 5K –
ISHARES TR IBOXX INV CP ETF 3M 26K –
ISHARES TR ISHS 5-10YR INVT 2M 46K –
ISHARES TR MSCI ACWI EX US 379K 7K –
ISHARES TR MSCI EAFE ETF 344K 4K –
ISHARES TR MSCI EAFE MIN VL 260K 4K –
ISHARES TR MSCI USA QLT FCT 6M 38K –
ISHARES TR NATIONAL MUN ETF 382K 4K –
ISHARES TR NORTH AMERN NAT 448K 10K –
ISHARES TR PFD AND INCM SEC 371K 12K –
ISHARES TR RESIDENTIAL MULT 664K 9K –
ISHARES TR RUS 2000 VAL ETF 4M 24K –
ISHARES TR RUSSELL 2000 ETF 276K 1K –
ISHARES TR S&P 500 VAL ETF 365K 2K –
ISHARES TR SELECT DIVID ETF 230K 2K –
ISHARES TR TIPS BD ETF 1M 12K –
ISHARES TR US AER DEF ETF 3M 20K –
ISHARES TR US TREAS BD ETF 4M 189K –
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 724K 17K –
J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 630K 6K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 541K 10K –
MICROSOFT CORP COM 447K 1K –
SCHWAB STRATEGIC TR US REIT ETF 669K 34K –
SELECT SECTOR SPDR TR ENERGY 1M 15K –
SELECT SECTOR SPDR TR SBI CONS STPLS 2M 29K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 3M 20K –
SELECT SECTOR SPDR TR SBI INT-UTILS 2M 24K –
SELECT SECTOR SPDR TR SBI MATERIALS 515K 6K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 10K –
SPDR GOLD TR GOLD SHS 330K 2K –
SPDR INDEX SHS FDS PORTFLI MSCI GBL 3M 49K –
SPDR S&P 500 ETF TR TR UNIT 652K 1K –
SPDR SER TR PORTFOLIO INTRMD 5M 152K –
SPDR SER TR S&P 600 SMCP GRW 4M 50K –
SPDR SER TR S&P 600 SMCP VAL 4M 54K –
SPDR SER TR S&P BIOTECH 681K 7K –
US BANCORP DEL COM NEW 534K 13K –
VANECK ETF TRUST FALLEN ANGEL HG 3M 89K –
VANECK ETF TRUST SEMICONDUCTR ETF 911K 3K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 4M 87K –
VANGUARD INDEX FDS LARGE CAP ETF 4M 17K –
VANGUARD INDEX FDS MID CAP ETF 2M 8K –
VANGUARD INDEX FDS S&P 500 ETF SHS 863K 2K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 802K 10K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 269K 3K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 11M 60K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 9M 188K –
VANGUARD WELLINGTON FD US QUALITY 1M 8K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 12K –
VANGUARD WORLD FD COMM SRVC ETF 281K 2K –
VANGUARD WORLD FD CONSUM DIS ETF 441K 1K –
VANGUARD WORLD FD UTILITIES ETF 706K 5K –
WISDOMTREE TR BLMBG US BULL 250K 9K –
WISDOMTREE TR INTRST RATE HDGE 494K 22K –
WISDOMTREE TR US HIGH DIVIDEND 558K 7K –
WISDOMTREE TR US QTLY DIV GRT 815K 10K –