Julian Martin Lefiles

ChFC

Interactive Financial Advisors

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningInsurance Planning

Interactive Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

2,151 clients

Average Client Portfolio

$157K average

Assets Under Management

$337.8M

Fee Structure

Minimum Investment:$1K

Location

100 Batson Ct., Suite 104, New Lenox, IL, 60451

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Interactive Financial Advisors

February 2010 - Present · 16 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.