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NADLER FINANCIAL GROUP, INC.
CRD 122617 · SEC 801-61462
750 ESTATE DRIVE, SUITE 110, DEERFIELD, IL, 60015, United States
Phone
847-940-4040
Fax
847-940-7246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.18B
Discretionary AUM
$2.18B
Team
28 total employees; 18 advisory reps; 38 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersRETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.; EDUCATION PLANNING AND ASSISTANCE WITH ESTABLISHING 529 PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 589 | $198.0M |
| High net worth individuals | 437 | $1.80B |
| Pension/profit sharing plans | 18 | $51.8M |
| Corporations/business entities | 28 | $129.8M |
States served
AZ, CA, IL, IN, LA, MD, MA, MN, NY, NC, OH, PA, VA, WI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD