Woodfield Financial Advisors, Inc.
● SEC registered since 2021CRD 123279SEC# 801-121330Deer Park, IL
Reg. AUM
$230.1M
Employees
3
Accounts
390
Location
Deer Park, IL
Woodfield Financial Advisors, Inc. assets under management
Woodfield Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Deer Park, IL. The firm has been registered since 2021. It reports $230.1 million in regulatory assets under management and employs 3 people.
Woodfield Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Blake Dobbs Control | Chief Compliance Officer | Over 75% | 1984 |
| James Blake Dobbs Control | President And Secy Treasurer | Over 75% | 1984 |
Frequently asked questions
How much does Woodfield Financial Advisors, Inc. manage?
Woodfield Financial Advisors, Inc. reports $230.1 million in regulatory assets under management on its Form ADV.
How many employees does Woodfield Financial Advisors, Inc. have?
Woodfield Financial Advisors, Inc. reports 3 employees.
Where is Woodfield Financial Advisors, Inc. located?
Woodfield Financial Advisors, Inc. is based in Deer Park, IL and has been SEC-registered since 2021.
Does Woodfield Financial Advisors, Inc. disclose fund performance?
Woodfield Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21660 W. Field Pkwy Suite 290, Deer Park, IL 60010 |
| Phone | 847-726-9600 |
| Fax | 847-620-0690 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$230.1M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$230.1Mregulatory AUM
Discretionary $203.7MNon-discretionary $26.3M