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Nadler Financial Group, Inc.

● SEC registered since 2002CRD 122617SEC# 801-61462Deerfield, IL
Export (members)
Reg. AUM
$1.92B
Employees
25
Accounts
3,081
Location
Deerfield, IL

Nadler Financial Group, Inc. assets under management

Nadler Financial Group, Inc. is an investment advisory firm registered with the SEC based in Deerfield, IL. The firm has been registered since 2002. It reports $1.9 billion in regulatory assets under management and employs 25 people.

Nadler Financial Group, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Daniel James DutileShareholder And Senior Wealth ManagerUnder 5%2024
David Kaifel RosenbergCo-Chief Investment Officer And ShareholderUnder 5%2021
Gregory William FossDirector Of Retirement Plan Services And ShareholderUnder 5%2025
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Frequently asked questions

How much does Nadler Financial Group, Inc. manage?

Nadler Financial Group, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Nadler Financial Group, Inc. have?

Nadler Financial Group, Inc. reports 25 employees.

Where is Nadler Financial Group, Inc. located?

Nadler Financial Group, Inc. is based in Deerfield, IL and has been SEC-registered since 2002.

Does Nadler Financial Group, Inc. disclose fund performance?

Nadler Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 N. Pfingsten Road, Suite 160, Deerfield, IL 60015-4903
Phone847-940-4040
Fax847-940-7246
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1541787
Discloses disciplinary historyNo

Assets under management

Discretionary$1.92B
Non-discretionary$0
Total (RAUM)$1.92B