Active
INTERACTIVE FINANCIAL ADVISORS
Investment Advice|NEW LENOX, IL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$337.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 337.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 125117 |
| SEC Number | 801-63771 |
| Street Address | 100 BATSON CT. |
| Street Address 2 | SUITE 104 |
| Location | NEW LENOX, IL 60451 |
| Country | United States |
| Phone | 630-472-1300 |
| Fax | 844-270-4905 |
| Total Employees | 37 |
Client Count by Type (2,151 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 2,103 |
| High Net Worth Individual… | 48 |
Community Partners
CITY OF BRAIDWOOD
CITY OF CREST HILL
CITY OF JOLIET
CITY OF LOCKPORT
CITY OF WILMINGTON
COUNTY OF WILL
FRANKFORT TOWNSHIP
MABAS DIVISION 16
PLAINFIELD ROAD DISTRICT
TOWNSHIP OF CHANNAHON
TOWNSHIP OF CRETE
TOWNSHIP OF CUSTER
TOWNSHIP OF DUPAGE
TOWNSHIP OF GREEN GARDEN
TOWNSHIP OF HOMER
TOWNSHIP OF JOLIET
TOWNSHIP OF LOCKPORT
TOWNSHIP OF MANHATTAN
TOWNSHIP OF MONEE
TOWNSHIP OF NEW LENOX
CITY OF BRAIDWOOD
CITY OF CREST HILL
CITY OF JOLIET
CITY OF LOCKPORT
CITY OF WILMINGTON
COUNTY OF WILL
FRANKFORT TOWNSHIP
MABAS DIVISION 16
PLAINFIELD ROAD DISTRICT
TOWNSHIP OF CHANNAHON
TOWNSHIP OF CRETE
TOWNSHIP OF CUSTER
TOWNSHIP OF DUPAGE
TOWNSHIP OF GREEN GARDEN
TOWNSHIP OF HOMER
TOWNSHIP OF JOLIET
TOWNSHIP OF LOCKPORT
TOWNSHIP OF MANHATTAN
TOWNSHIP OF MONEE
TOWNSHIP OF NEW LENOX
CITY OF BRAIDWOOD
CITY OF CREST HILL
CITY OF JOLIET
CITY OF LOCKPORT
CITY OF WILMINGTON
COUNTY OF WILL
FRANKFORT TOWNSHIP
MABAS DIVISION 16
PLAINFIELD ROAD DISTRICT
TOWNSHIP OF CHANNAHON
TOWNSHIP OF CRETE
TOWNSHIP OF CUSTER
TOWNSHIP OF DUPAGE
TOWNSHIP OF GREEN GARDEN
TOWNSHIP OF HOMER
TOWNSHIP OF JOLIET
TOWNSHIP OF LOCKPORT
TOWNSHIP OF MANHATTAN
TOWNSHIP OF MONEE
TOWNSHIP OF NEW LENOX
Municipal Government
46 Active
46
Organizations
ABRAHAM LINCOLN NATIONAL AIRPORT COMMISSION
BEECHER FIRE PROTECTION DISTRICT
BEECHER PUBLIC LIBRARY DISTRICT
BLACK WALNUT CREEK DRAINAGE DISTRICT
BONNIE BRAE FOREST MANOR SANITARY DISTRICT
BRAIDWOOD FIRE PROTECTION DISTRICT
BRAIDWOOD PARK DISTRICT
CENAGEWINE DRAINAGE DISTRICT 1
CHANNAHON FIRE PROTECTION DISTRICT
CHANNAHON PARK DISTRICT
CRETE PARK DISTRICT
CRETE PUBLIC LIBRARY DISTRICT
CRETE TOWNSHIP FIRE PROTECTION DISTRICT
CUSTER PARK FIRE PROTECTION DISTRICT
DES PLAINES VALLEY PUBLIC LIBRARY DISTRICT
EAST JOLIET FIRE PROTECTION DISTRICT
EAST JOLIET SANITARY DISTRICT
EAST MORELAND STREET LIGHTING DISTRICT
ELWOOD FIRE PROTECTION DISTRICT
FLORENCE AND WESLEY UNION #1 DRAINAGE DISTRICT
ABRAHAM LINCOLN NATIONAL AIRPORT COMMISSION
BEECHER FIRE PROTECTION DISTRICT
BEECHER PUBLIC LIBRARY DISTRICT
BLACK WALNUT CREEK DRAINAGE DISTRICT
BONNIE BRAE FOREST MANOR SANITARY DISTRICT
BRAIDWOOD FIRE PROTECTION DISTRICT
BRAIDWOOD PARK DISTRICT
CENAGEWINE DRAINAGE DISTRICT 1
CHANNAHON FIRE PROTECTION DISTRICT
CHANNAHON PARK DISTRICT
CRETE PARK DISTRICT
CRETE PUBLIC LIBRARY DISTRICT
CRETE TOWNSHIP FIRE PROTECTION DISTRICT
CUSTER PARK FIRE PROTECTION DISTRICT
DES PLAINES VALLEY PUBLIC LIBRARY DISTRICT
EAST JOLIET FIRE PROTECTION DISTRICT
EAST JOLIET SANITARY DISTRICT
EAST MORELAND STREET LIGHTING DISTRICT
ELWOOD FIRE PROTECTION DISTRICT
FLORENCE AND WESLEY UNION #1 DRAINAGE DISTRICT
ABRAHAM LINCOLN NATIONAL AIRPORT COMMISSION
BEECHER FIRE PROTECTION DISTRICT
BEECHER PUBLIC LIBRARY DISTRICT
BLACK WALNUT CREEK DRAINAGE DISTRICT
BONNIE BRAE FOREST MANOR SANITARY DISTRICT
BRAIDWOOD FIRE PROTECTION DISTRICT
BRAIDWOOD PARK DISTRICT
CENAGEWINE DRAINAGE DISTRICT 1
CHANNAHON FIRE PROTECTION DISTRICT
CHANNAHON PARK DISTRICT
CRETE PARK DISTRICT
CRETE PUBLIC LIBRARY DISTRICT
CRETE TOWNSHIP FIRE PROTECTION DISTRICT
CUSTER PARK FIRE PROTECTION DISTRICT
DES PLAINES VALLEY PUBLIC LIBRARY DISTRICT
EAST JOLIET FIRE PROTECTION DISTRICT
EAST JOLIET SANITARY DISTRICT
EAST MORELAND STREET LIGHTING DISTRICT
ELWOOD FIRE PROTECTION DISTRICT
FLORENCE AND WESLEY UNION #1 DRAINAGE DISTRICT
Special District
80 Active
80
Organizations
BEECHER COMMUNITY SCHOOL DISTRICT 200 U
CHANEY-MONGE SCHOOL DISTRICT 88
CHANNAHON SCHOOL DISTRICT 17
CHANNEY-MONGE DISTRICT 88
CRETE MONEE COMMUNITY UNIT SCHOOL DISTRICT 201-U
ELWOOD COMMUNITY SCHOOL DISTRICT 203
FAIRMONT SCHOOL DISTRICT 89
FRANKFORT COMMUNITY CONSOLIDATED SCHOOL DISTRICT 157 C
HOMER COMMUNITY CONSOLIDATED SCHOOL DISTRICT 33 C
JOLIET JUNIOR COLLEGE
JOLIET SCHOOL DISTRICT 86
JOLIET TOWNSHIP HIGH SCHOOL DISTRICT 204
LARAWAY COMMUNITY CONSOLIDATED SCHOOL DISTRICT 70C
LINCOLNWAY AREA SPECIAL EDUCATION
LINCOLN WAY CHS DISTRICT 210
LOCKPORT SCHOOL DISTRICT 91
LOCKPORT TOWNSHIP HIGH SCHOOL DISTRICT 205
MINOOKA COMMUNITY HIGH SCHOOL DISTRICT 111
MOKENA SCHOOL DISTRICT 159
NEW LENOX ELEMENTARY SCHOOL DISTRICT 122
BEECHER COMMUNITY SCHOOL DISTRICT 200 U
CHANEY-MONGE SCHOOL DISTRICT 88
CHANNAHON SCHOOL DISTRICT 17
CHANNEY-MONGE DISTRICT 88
CRETE MONEE COMMUNITY UNIT SCHOOL DISTRICT 201-U
ELWOOD COMMUNITY SCHOOL DISTRICT 203
FAIRMONT SCHOOL DISTRICT 89
FRANKFORT COMMUNITY CONSOLIDATED SCHOOL DISTRICT 157 C
HOMER COMMUNITY CONSOLIDATED SCHOOL DISTRICT 33 C
JOLIET JUNIOR COLLEGE
JOLIET SCHOOL DISTRICT 86
JOLIET TOWNSHIP HIGH SCHOOL DISTRICT 204
LARAWAY COMMUNITY CONSOLIDATED SCHOOL DISTRICT 70C
LINCOLNWAY AREA SPECIAL EDUCATION
LINCOLN WAY CHS DISTRICT 210
LOCKPORT SCHOOL DISTRICT 91
LOCKPORT TOWNSHIP HIGH SCHOOL DISTRICT 205
MINOOKA COMMUNITY HIGH SCHOOL DISTRICT 111
MOKENA SCHOOL DISTRICT 159
NEW LENOX ELEMENTARY SCHOOL DISTRICT 122
BEECHER COMMUNITY SCHOOL DISTRICT 200 U
CHANEY-MONGE SCHOOL DISTRICT 88
CHANNAHON SCHOOL DISTRICT 17
CHANNEY-MONGE DISTRICT 88
CRETE MONEE COMMUNITY UNIT SCHOOL DISTRICT 201-U
ELWOOD COMMUNITY SCHOOL DISTRICT 203
FAIRMONT SCHOOL DISTRICT 89
FRANKFORT COMMUNITY CONSOLIDATED SCHOOL DISTRICT 157 C
HOMER COMMUNITY CONSOLIDATED SCHOOL DISTRICT 33 C
JOLIET JUNIOR COLLEGE
JOLIET SCHOOL DISTRICT 86
JOLIET TOWNSHIP HIGH SCHOOL DISTRICT 204
LARAWAY COMMUNITY CONSOLIDATED SCHOOL DISTRICT 70C
LINCOLNWAY AREA SPECIAL EDUCATION
LINCOLN WAY CHS DISTRICT 210
LOCKPORT SCHOOL DISTRICT 91
LOCKPORT TOWNSHIP HIGH SCHOOL DISTRICT 205
MINOOKA COMMUNITY HIGH SCHOOL DISTRICT 111
MOKENA SCHOOL DISTRICT 159
NEW LENOX ELEMENTARY SCHOOL DISTRICT 122
School District
35 Active
35
Organizations
10000 BLANKETS INC
100 PRETTY PURSES FOR FEMALE VETERA
176 BROTHERHOOD REACH OUT
1963 FOUNDATION NFP
1ST ROUND PROMOTIONS INC NFP
281 BASS
2GETHERS FOUNDATION
2 LET IT BEE INC
2MORROW STARTZ 2DAY INC.
418 GLOBAL INC
4D-LIFE INC
4D-LIFE INC.
4G & TB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H Federation Foundation of Will County
4 STRAY PAWS RESCUE
58 FOUNDATION
604 INITIATIVE
10000 BLANKETS INC
100 PRETTY PURSES FOR FEMALE VETERA
176 BROTHERHOOD REACH OUT
1963 FOUNDATION NFP
1ST ROUND PROMOTIONS INC NFP
281 BASS
2GETHERS FOUNDATION
2 LET IT BEE INC
2MORROW STARTZ 2DAY INC.
418 GLOBAL INC
4D-LIFE INC
4D-LIFE INC.
4G & TB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H Federation Foundation of Will County
4 STRAY PAWS RESCUE
58 FOUNDATION
604 INITIATIVE
10000 BLANKETS INC
100 PRETTY PURSES FOR FEMALE VETERA
176 BROTHERHOOD REACH OUT
1963 FOUNDATION NFP
1ST ROUND PROMOTIONS INC NFP
281 BASS
2GETHERS FOUNDATION
2 LET IT BEE INC
2MORROW STARTZ 2DAY INC.
418 GLOBAL INC
4D-LIFE INC
4D-LIFE INC.
4G & TB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H Federation Foundation of Will County
4 STRAY PAWS RESCUE
58 FOUNDATION
604 INITIATIVE
Nonprofit Organization
2359 Active
2359
Organizations
Community Partners181 organizations
CITY OF CREST HILL
Municipal Government·CREST HILL
CITY OF JOLIET
Municipal Government·JOLIET
CITY OF LOCKPORT
Municipal Government·LOCKPORT
COUNTY OF WILL
Municipal Government·JOLIET
FRANKFORT TOWNSHIP
Municipal Government·FRANKFORT
MABAS DIVISION 16
Municipal Government·BOLINGBROOK
PLAINFIELD ROAD DISTRICT
Municipal Government·PLAINFIELD
TOWNSHIP OF CHANNAHON
Municipal Government·CHANNAHON
TOWNSHIP OF CUSTER
Municipal Government·WILMINGTON
TOWNSHIP OF GREEN GARDEN
Municipal Government·FRANKFORT
TOWNSHIP OF PLAINFIELD
Municipal Government·PLAINFIELD
TOWNSHIP OF REED
Municipal Government·BRAIDWOOD
TOWNSHIP OF WILMINGTON
Municipal Government·WILMINGTON
TOWNSHIP OF WILTON
Municipal Government·MANHATTAN
VILLAGE OF BEECHER
Municipal Government·BEECHER
VILLAGE OF CHANNAHON
Municipal Government·CHANNAHON
VILLAGE OF ELWOOD
Municipal Government·ELWOOD
VILLAGE OF FRANKFORT
Municipal Government·FRANKFORT
VILLAGE OF GODLEY
Municipal Government·BRACEVILLE
VILLAGE OF MOKENA
Municipal Government·MOKENA
VILLAGE OF MONEE
Municipal Government·MONEE
VILLAGE OF PEOTONE
Municipal Government·PEOTONE
VILLAGE OF ROMEOVILLE
Municipal Government·ROMEOVILLE
VILLAGE OF SYMERTON
Municipal Government·WILMINGTON
VILLAGE OF UNIVERSITY PARK
Municipal Government·UNIVERSITY PARK
WILL COUNTY
Municipal Government·JOLIET
BLACK WALNUT CREEK DRAINAGE DISTRICT
Special District·PEOTONE
BONNIE BRAE FOREST MANOR SANITARY DISTRICT
Special District·LOCKPORT
BRAIDWOOD FIRE PROTECTION DISTRICT
Special District·BRAIDWOOD
BRAIDWOOD PARK DISTRICT
Special District·BRAIDWOOD
CENAGEWINE DRAINAGE DISTRICT 1
Special District·MANHATTAN
CHANNAHON PARK DISTRICT
Special District·CHANNAHON
CRETE PUBLIC LIBRARY DISTRICT
Special District·CRETE
CUSTER PARK FIRE PROTECTION DISTRICT
Special District·WILMINGTON
EAST JOLIET FIRE PROTECTION DISTRICT
Special District·JOLIET
EAST JOLIET SANITARY DISTRICT
Special District·JOLIET
EAST MORELAND STREET LIGHTING DISTRICT
Special District·JOLIET
ELWOOD FIRE PROTECTION DISTRICT
Special District·ELWOOD
FLORENCE AND WESLEY UNION #1 DRAINAGE DISTRICT
Special District·KANKAKEE
FRANKFORT PARK DISTRICT
Special District·FRANKFORT
FRANKFORT SQUARE PARK DISTRICT
Special District·FRANKFORT
GODLEY PARK DISTRICT
Special District·GODLEY
GODLEY PUBLIC WATER DISTRICT
Special District·GODLEY
ISLAND PARK DISTRICT
Special District·WILMINGTON
LINCOLNWAY SPECIAL RECREATION ASSOCIATION
Special District·NEW LENOX
LOCKPORT HEIGHTS SANITARY DISTRICT
Special District·LOCKPORT
MANHATTAN PARK DISTRICT
Special District·MANHATTAN
MOKENA COMMUNITY PARK DISTRICT
Special District·MOKENA
MOKENA COMMUNITY PUBLIC LIBRARY DISTRICT
Special District·MOKENA
MONEE FIRE PROTECTION DISTRICT
Special District·MONEE
NEW LENOX COMMUNITY PARK DISTRICT
Special District·NEW LENOX
NEW LENOX FIRE AND AMBULANCE DISTRICT
Special District·NEW LENOX
NEW LENOX FIRE PROTECTION DIST
Special District·NEW LENOX
NEW LENOX PUBLIC LIBRARY DISTRICT
Special District·NEW LENOX
NORTHERN WILL COUNTY JOINT ACTION WATER AGENCY
Special District·NAPERVILLE
NORTHERN WILL COUNTY SPECIAL RECREATION ASSOCIATION
Special District·ROMEOVILLE
CHANNEY-MONGE DISTRICT 88
School District·CREST HILL
JOLIET JUNIOR COLLEGE
School District·JOLIET
LARAWAY COMMUNITY CONSOLIDATED SCHOOL DISTRICT 70C
School District·JOLIET
LINCOLNWAY AREA SPECIAL EDUCATION
School District·FRANKFORT
SOUTHERN WILL COUNTY COOPERATIVE
School District·JOLIET
THREE RIVERS EDUCATION FOR EMPLOYMENT SYSTEM
School District·JOLIET
10000 BLANKETS INC
Nonprofit Organization·PLAINFIELD
100 PRETTY PURSES FOR FEMALE VETERA
Nonprofit Organization·Frankfort
176 BROTHERHOOD REACH OUT
Nonprofit Organization·JOLIET
1963 FOUNDATION NFP
Nonprofit Organization·PLAINFIELD
1ST ROUND PROMOTIONS INC NFP
Nonprofit Organization·Romeoville
281 BASS
Nonprofit Organization·HOMER GLEN
2GETHERS FOUNDATION
Nonprofit Organization·Crete
2 LET IT BEE INC
Nonprofit Organization·Joliet
2MORROW STARTZ 2DAY INC.
Nonprofit Organization·PLAINFIELD
418 GLOBAL INC
Nonprofit Organization·Plainfield
4D-LIFE INC
Nonprofit Organization·Crete
4D-LIFE INC.
Nonprofit Organization·CRETE
4G & TB
Nonprofit Organization·JOLIET
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Joliet
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·joliet
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Joliet
4-H Federation Foundation of Will County
Nonprofit Organization·Peotone
4 STRAY PAWS RESCUE
Nonprofit Organization·Joliet
58 FOUNDATION
Nonprofit Organization·Joliet
604 INITIATIVE
Nonprofit Organization·ROMEOVILLE
65 TEMPLE COUNCIL
Nonprofit Organization·Mokena
815 BLET
Nonprofit Organization·Mokena
ABBIES SMILE
Nonprofit Organization·beecher
ABRAHAM LINCOLN NATIONAL CEMETERY
Nonprofit Organization·JOLIET
ABRAHAM LINCOLN NATL CEMETERY MEMORIAL
Nonprofit Organization·ELWOOD
ABRI CREDIT UNION
Nonprofit Organization·ROMEOVILLE
ACE TENNIS CAMP
Nonprofit Organization·Plainfield
ACHIEVERS & BELIEVERS FOUNDATION
Nonprofit Organization·PLAINFIELD
A CIRCLE AROUND US
Nonprofit Organization·Plainfield
Action Center on Race and the Economy
Nonprofit Organization·Frankfort
Action Center on Race & the Economy
Nonprofit Organization·Frankfort
ADAMS COMPUTER LITERACY CENTER NFP
Nonprofit Organization·Joliet
A & D MICROFINANCE NFP CORP
Nonprofit Organization·Frankfort
ADOPT A SOLDIER
Nonprofit Organization·PEOTONE
ADVISORY BOARD OF SILVER CROSS
Nonprofit Organization·JOLIET
ADVOCATES FOR ACCEPTANCE
Nonprofit Organization·New Lenox
AFB WELCH PROPERTIES
Nonprofit Organization·Romeoville
AFCEA EDUCATIONAL FOUNDATION
Nonprofit Organization·Romeoville
AFRICAN DIASPORA FOUNDATION
Nonprofit Organization·Romeoville
AFRICAN LIFE
Nonprofit Organization·ROMEOVILLE
AFTER THE PEANUT FOUNDATION NFP
Nonprofit Organization·JOLIET
AFT LOCAL 604 DISTRICT 205 COUNCIL
Nonprofit Organization·LOCKPORT
AFT LOCAL 604 RETIREES COUNCIL
Nonprofit Organization·Crest Hill
AGAPE MISSIONS, NFP
Nonprofit Organization·JOLIET
AGLOW INTERNATIONAL
Nonprofit Organization·Plainfield
AGUDA FOUNDATION NFP
Nonprofit Organization·FRANKFORT
AKHIL BHAKTIYOGA
Nonprofit Organization·NEW LENOX
ALANI FOUNDATION NFP
Nonprofit Organization·JOLIET
ALANO CLUB OF JOLIET INC
Nonprofit Organization·JOLIET
ALBERTA M FOUNDATION NFP
Nonprofit Organization·FRANKFORT