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Building 2WOODFIELD FINANCIAL ADVISORS, INC.

Map pinDEER PARK, IL
Phone847-726-9600
NotebookSEC #801-121330
Total AUM
$230.1M
Employees
3
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21660 W. FIELD PKWY SUITE 290
DEER PARK
IL 60010
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
847-726-9600

ReceiptFinancials

Total AUM
$230.1M
Accounts
390
Discretionary
$203.7M
Accounts
384
Non-Discretionary
$26.3M
Accounts
6

ContactClients

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Individual Clients
245
AUM
$41.4M
HNW Individual Clients
138
AUM
$161.3M
Pension/Profit Sharing Plan Clients
6
AUM
$26.3M
Charitable Organization Clients
1
AUM
$1.1M
Insurance Company Clients
6
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILMDTNWI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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