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INTERACTIVE FINANCIAL SERVICES
LIMA, OH
419-991-3333
SEC #801-49221Total AUM
$25.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2500 SHAWNEE RD
STE A
LIMA
OH 45806-1410
USA
STE A
LIMA
OH 45806-1410
USA
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
419-991-3333
Financials
Total AUM
$25.4M
Accounts
257Discretionary
$25.4M
Accounts
257Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.