Interactive Wealth Advisors

Interactive Wealth Advisors (CRD# 167033) is a financial advisory firm headquartered in Portland, OR. They manage $83,682,147 in 217 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

121 Sw Morrison St.,, Suite 905, Portland, OR 97204

https://twitter.com/interactivewlth

By the Numbers

Total Assets Under Management

84

MILLION
Total Number of Accounts

217

ACCOUNTS
Average Account Value

$385,632

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Interactive Wealth Advisors

Showing 1 - 2 of 2 top financial advisors.

Erik F. Miller

CRD#: 1835810

121 Sw Morrison St.,, Suite 905, Portland, OR 97204

Erik Miller (CRD# 1835810) is an Investment Advisor Representative working at Interactive Wealth Advisors in Portland, OR and has over 17 years of experience in the finance industry.

Christopher K. Winn

CRD#: 2928895

121 Sw Morrison St.,, Suite 905, Portland, OR 97204

Christopher Winn (CRD# 2928895) is an Investment Advisor Representative working at Interactive Wealth Advisors in Portland, OR and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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