NADLER FINANCIAL GROUP, INC.
Firm details
- Headquarters
- DEERFIELD, Illinois
- CRD number
- 122617
- Registered since
- September 13, 2002
- Website
- www.nadlerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.59%
- Individuals9.06%
- Corporations / Businesses5.94%
- Pension & Profit Sharing Plans2.37%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nadler Financial Group, Inc. is an independent, SEC‑registered investment adviser that has been operating since 2002. The firm is privately owned by an individual and positions itself as a capital allocator serving both individuals/families and institutional clients. Its primary fee model is a percentage of assets under management. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor. Nadler Financial Group received recognition in 2020, appearing on Financial Times’ Top 300 RIA list and on FA Magazine’s Top RIA firms list that year.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities8%
- Cash & Cash Equivalents7%
- US Government Bonds6%
Owners & executives
2 of 2MICHAEL NADLER
Founder and President, Co-CIOCRD 2417538
MARGARET DI GIULIO
Chief Operating OfficerCRD 7059555
Contacts
3 of 14PHILIP SLOAN
Shareholder, Senior Wealth ManagerCRD 6836582
Zachary Zewiske
Lead Associate Wealth ManagerCRD 7461017
Ari Nadler
Registered AssistantCRD 7831730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$961M in ETFs
92%
$879M
<1%
$81.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $100M | 511,287 | 10.44% |
Location
DEERFIELD, IL
LAKE
Location
DEERFIELD, IL
Headquartered in DEERFIELD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 750 Estate Dr
- Time zone
- CT (UTC-6)
- Office locations
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