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Interactivefunds Investment Advisory Services, LLC (Dallas)


Interactivefunds Investment Advisory Services, LLC is an adviser based in Dallas. It manages $3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Interactivefunds Investment Advisory Services provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Interactivefunds Investment Advisory Services: assets under management

The assets under management (AUM) of Interactivefunds Investment Advisory Services, LLC is $3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Interactivefunds Investment Advisory Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Interactivefunds Investment Advisory Services, LLC performs its advisory services is located at 14180 Dallas Parkway, Dallas, TX 75240, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 972-404-8100 or by fax 972-404-4505. The normal business hours are 8:00 to 5:00 on Monday - Friday.


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