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Building 2INTERACTIVE FINANCIAL ADVISORS

Map pinNEW LENOX, IL
Phone630-472-1300
NotebookSEC #801-63771
Total AUM
$240.4M
Employees
33
Clients
1,307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 BATSON CT.
SUITE 104
NEW LENOX
IL 60451
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
630-472-1300
Other Offices
26

ReceiptFinancials

Total AUM
$240.4M
Accounts
2,075
Discretionary
$240.4M
Accounts
2,075
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,275
AUM
$188.5M
HNW Individual Clients
32
AUM
$52M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIAIDILINLAMDMIMNMOMTNCNVNYOHORPASCTNTXUTVAWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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