INTERACTIVE Overview
Interactive Financial Advisors is an investment advisor that manages 191.7 MM dollars in regulatory AUM and has 51 employees, of which 49 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/07 to 06/30/21. The fund's latest filing disclosed 246MM in positions, representing 128% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 06/30/21. The fund's latest filing disclosed 246MM in positions, representing 128% of the manager's regulatory AUM.
INTERACTIVE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
INTERACTIVE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.91% | ETF | 6.34% | -0.01% | 0 | 0% | ||
| AGG | 6.13% | ETF | -0.72% | -0.18% | 0 | 0% | ||
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FEATURED IN
INTERACTIVE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard L. Peterbok | President | January-2003 |
| Joanne M. Woiteshek | Secretary/Treasurer/Chief Compliance Officer | January-2003 |
INTERACTIVE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
INTERACTIVE Investment Strategy
Item 8
Clients typically do not have contact with Portfolio Managers. You should contact our firm directly or your IFA Representative with any questions regarding your account.
Additional Information – Item 9
...
Unlock Full Investment Process Description
Clients typically do not have contact with Portfolio Managers. You should contact our firm directly or your IFA Representative with any questions regarding your account.
Additional Information – Item 9
...
Unlock Full Investment Process Description
INTERACTIVE Portfolio Concentration
INTERACTIVE Location
DRAKE OAKBROOK PLAZA
2215 YORK ROAD, SUITE 306
OAKBROOK, Illinois
UNITED STATES, 60523
2215 YORK ROAD, SUITE 306
OAKBROOK, Illinois
UNITED STATES, 60523
INTERACTIVE Contact Information
Phone Number: 630-472-1300
Fax Number: 844-270-4905
Website: null
Fax Number: 844-270-4905
Website: null
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