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Richard Lee Peterbok

INTERACTIVE FINANCIAL ADVISORS, INC.·NEW LENOX, Illinois
Unclaimed Profile
100 BATSON CT., NEW LENOX, IL 60451CRD# 360944Firm CRD# 125117
01

About

Richard Lee Peterbok is a registered financial advisor based in NEW LENOX, Illinois, affiliated with INTERACTIVE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTERACTIVE FINANCIAL ADVISORS, INC.
INTERACTIVE FINANCIAL ADVISORS
AUM
$285M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at INTERACTIVE FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 360944
Firm CRD# 125117
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Lee Peterbok offer?
Richard Lee Peterbok specializes in Financial Planning, Investment Management. Contact their office in NEW LENOX, Illinois for a consultation.
What are Richard Lee Peterbok's credentials?
Richard Lee Peterbok is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lee Peterbok located?
Richard Lee Peterbok is based in NEW LENOX, Illinois, working with INTERACTIVE FINANCIAL ADVISORS, INC.. Their office serves clients in the NEW LENOX metropolitan area and surrounding communities.
How does Richard Lee Peterbok charge for services?
Richard Lee Peterbok's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTERACTIVE FINANCIAL ADVISORS, INC.?
INTERACTIVE FINANCIAL ADVISORS, INC. has approximately 36 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW LENOX
Michael Emmett Scherrman — INTERACTIVE FINANCIAL ADVISORS, INC.Douglas Scott Ruth — LENOX CAPITAL MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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