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Interactive Financial Advisors
Interactive Financial Advisors is a nationally registered investment advisor. IFA has been working with advisors since 2003. Our purpose is to give advisors...
Interactive Financial Advisors
Interactive Financial Advisors is a nationally registered investment advisor. IFA has been working with advisors since 2003. Our purpose is to give advisors the tools necessary to show clients that we are a firm that CARES about them and their financial health. We are dedicated to helping advisors grow practices with investment and financial planning tools. Our success is in direct correlation to your success in growing your business and we are constantly looking for ways to enhance the client experience. The Someone Who CARES Philosophy, Principles and Beliefs were conceived, developed and are maintained by three jointly owned companies; Interactive Financial Advisors (A National SEC Registered Investment Advisor), Unifinancial Corporation (A National Risk Management company) and OrganizAmerica (A National Financial Information Services company). These companies coordinate their efforts and collaborate with affiliate Resource companies, also committed to Someone Who CARES to provide a complete, integrated suite of products and services that are necessary to implement their mutual vision.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Who runs investment decisions at Interactive Financial Advisors?
No named principals are on the public record for Interactive Financial Advisors. The firm has not published leadership biographies, and no media outlets have profiled its investment committee or key decision-makers. Without a Form ADV or website disclosure, the identity of the individuals directing portfolio strategy remains unknown to external observers.
Has Interactive Financial Advisors been involved in any reported deals?
No direct investments, co-investments, acquisitions, or portfolio company positions have been attributed to Interactive Financial Advisors in public databases or media reports. The firm has not appeared on cap tables, in SEC filings, or in press releases as an investor in any identifiable transaction.
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