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NADLER FINANCIAL GROUP, INC.

155 N. Pfingsten Road
Suite 160
Deerfield, Illinois 60015-4903
Tel: 847-940-4040

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About NADLER FINANCIAL GROUP, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#122617
SEC#801-61462
Assets Managed by Firm$1,919,058,570
No. of Clients3081
No. of Advisors25

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.)

Firm Client Information

No. of ClientsAUM
Firm Total3081$1,919,058,570
Individuals (other than high net worth individuals)555$168,670,306
High net worth individuals434$1,619,087,687
Pension and profit sharing plans17$48,328,256
Charitable organizationsFewer than 5 clients$692,454
Corporations or other businesses10$82,279,867

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ENVESTNET PMC
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BALYASNY ASSET MANAGEMENT L.P.
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NUVEEN ASSET MANAGEMENT, LLC
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