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WOODFIELD FINANCIAL ADVISORS, INC.
CRD 123279 · SEC 801-121330
21660 W. FIELD PKWY SUITE 290, DEER PARK, IL, 60010, United States
Phone
847-726-9600
Fax
847-620-0690
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.1M
Discretionary AUM
$203.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 245 | $41.4M |
| High net worth individuals | 138 | $161.3M |
| Pension/profit sharing plans | 6 | $26.3M |
| Insurance companies | 6 | — |
States served
AZ, IL, MD, TN, WI, FL
All web addresses on file
Official SEC filing: View on IAPD