1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NADLER FINANCIAL GROUP, INC.

Map pinDEERFIELD, IL
Phone847-940-4040
NotebookSEC #801-61462
Total AUM
$2.2B
Employees
28
Clients
1,073

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 ESTATE DRIVE
SUITE 110
DEERFIELD
IL 60015
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
847-940-4040
Other Offices
1

ReceiptFinancials

Total AUM
$2.2B
Accounts
3,212
Discretionary
$2.2B
Accounts
3,212
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
589
AUM
$198M
HNW Individual Clients
437
AUM
$1.8B
Pension/Profit Sharing Plan Clients
18
AUM
$51.8M
Charitable Organization Clients
1
AUM
$731.3K
Corporation or Business Clients
28
AUM
$129.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.; EDUCATION PLANNING AND ASSISTANCE WITH ESTABLISHING 529 PLANS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINLAMAMDMNMONCNHNYOHPATXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account