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Woodfield Financial Advisors, Inc.

● SEC registered since 2021CRD 123279SEC# 801-121330Deer Park, IL
Export (members)
Reg. AUM
$186.7M
Employees
3
Accounts
618
Location
Deer Park, IL

Woodfield Financial Advisors, Inc. assets under management

Woodfield Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Deer Park, IL. The firm has been registered since 2021. It reports $186.7 million in regulatory assets under management and employs 3 people.
www.facebook.com/woodfieldfinancialView on SEC.gov ↗

Woodfield Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
James Blake Dobbs ControlPresident And Secy TreasurerOver 75%1984
James Blake Dobbs ControlChief Compliance OfficerOver 75%1984

Frequently asked questions

How much does Woodfield Financial Advisors, Inc. manage?

Woodfield Financial Advisors, Inc. reports $186.7 million in regulatory assets under management on its Form ADV.

How many employees does Woodfield Financial Advisors, Inc. have?

Woodfield Financial Advisors, Inc. reports 3 employees.

Where is Woodfield Financial Advisors, Inc. located?

Woodfield Financial Advisors, Inc. is based in Deer Park, IL and has been SEC-registered since 2021.

Does Woodfield Financial Advisors, Inc. disclose fund performance?

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

Contact & registration

Address21660 W. Field Pkwy Suite 290, Deer Park, IL 60010
Phone847-726-9600
Fax847-620-0690
Office hours9:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$158.4M
Non-discretionary$28.2M
Total (RAUM)$186.7M