155 N. Pfingsten Road
Suite 160
Deerfield, Illinois 60015-4903
Tel: 847-940-4040
NADLER FINANCIAL GROUP, INC, formally registered with the SEC as NADLER FINANCIAL GROUP, INC. The firm was established in 09/13/2002. They have over 2 offices throughout the country.
NADLER FINANCIAL GROUP, INC. is a Deerfield, Illinois based Financial Planning firm with nearly $1,919,058,570 assets under management, offering retirement planning & investment advisory services to 3081 clients. The firm is staffed with 25 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122617 |
SEC# | 801-61462 |
Assets Managed by Firm | $1,919,058,570 |
No. of Clients | 3081 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3081 | $1,919,058,570 |
Individuals (other than high net worth individuals) | 555 | $168,670,306 |
High net worth individuals | 434 | $1,619,087,687 |
Pension and profit sharing plans | 17 | $48,328,256 |
Charitable organizations | Fewer than 5 clients | $692,454 |
Corporations or other businesses | 10 | $82,279,867 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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