Nadler Financial Group, Inc.
● SEC registered since 2002CRD 122617SEC# 801-61462Deerfield, IL
Reg. AUM
$2.18B
Employees
28
Accounts
3,212
Location
Deerfield, IL
Nadler Financial Group, Inc. assets under management
Nadler Financial Group, Inc. is an investment advisory firm registered with the SEC based in Deerfield, IL. The firm has been registered since 2002. It reports $2.2 billion in regulatory assets under management and employs 28 people.
Nadler Financial Group, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Kaifel Rosenberg | Co-Chief Investment Officer And Shareholder | Under 5% | 2021 |
| Gregory William Foss | Director Of Retirement Plan Services And Shareholder | Under 5% | 2025 |
| Katie Marie Krase | Director Of Compliance And Shareholder | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Nadler Financial Group, Inc. manage?
Nadler Financial Group, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Nadler Financial Group, Inc. have?
Nadler Financial Group, Inc. reports 28 employees.
Where is Nadler Financial Group, Inc. located?
Nadler Financial Group, Inc. is based in Deerfield, IL and has been SEC-registered since 2002.
Does Nadler Financial Group, Inc. disclose fund performance?
Nadler Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 750 Estate Drive, Suite 110, Deerfield, IL 60015 |
| Phone | 847-940-4040 |
| Fax | 847-940-7246 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1541787 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.18B▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$2.18Bregulatory AUM
Discretionary $2.18B