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Home > Retirement Planners > illinois > deer park > WOODFIELD FINANCIAL ADVISORS, INC.
WOODFIELD FINANCIAL ADVISORS, INC.
21660 W. Field Pkwy Suite 290
Deer Park, Illinois 60010
Tel: 847-726-9600
About WOODFIELD FINANCIAL ADVISORS, INC.
WOODFIELD FINANCIAL ADVISORS, INC, formally registered with the SEC as WOODFIELD FINANCIAL ADVISORS, INC. The firm was established in 10/01/2021. They have over 1 offices throughout the country.
WOODFIELD FINANCIAL ADVISORS, INC. is a Deer Park, Illinois based Financial Planning firm with nearly $186,655,848 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123279 |
| SEC# | 801-121330 |
| Assets Managed by Firm | $186,655,848 |
| No. of Clients | 618 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 618 | $186,655,848 |
| Individuals (other than high net worth individuals) | 261 | $49,677,458 |
| High net worth individuals | 93 | $107,987,643 |
| Pension and profit sharing plans | 8 | $28,012,893 |
| Charitable organizations | 1 | $977,854 |
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|---|---|---|---|
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