← Back to searchVisit website
KADISAK FINANCIAL SERVICES, INC.
CRD 122895 · SEC 801-71773
710 E. OGDEN AVE, SUITE 130, NAPERVILLE, IL, 60563, United States
Phone
630-369-3336
Fax
630-369-3337
Registration
— (—)
Source
State registered
Total AUM
$65.5M
Discretionary AUM
$65.5M
Team
3 total employees; 2 advisory reps; 80 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $19.7M |
| High net worth individuals | 23 | $45.6M |
| Corporations/business entities | 3 | $150K |
All web addresses on file
Official SEC filing: View on IAPD