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NADLER FINANCIAL GROUP, INC.
NADLER FINANCIAL GROUP, INC.
DEERFIELD, Illinois
·
7 registered advisors
·
CRD# 122617
SEC# 801-61462
1
847-940-4040
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at NADLER FINANCIAL GROUP, INC.
7 registered advisors
Daniel James Dutile
DEERFIELD, Illinois
CRD# 6536105
David Kaifel Rosenberg
DEERFIELD, Illinois
CRD# 5850254
Katie Marie Krase
DEERFIELD, Illinois
CRD# 5833089
Margaret Suzanne Di Giulio
DEERFIELD, Illinois
CRD# 7059555
Michael Aaron Nadler
DEERFIELD, Illinois
CRD# 2417538
Philip Bernard Sloan
DEERFIELD, Illinois
CRD# 6836582
Rebecca Sarah Raff
DEERFIELD, Illinois
CRD# 5874969
05
Office Locations
DEERFIELD, Illinois
7 advisors
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Data sourced from SEC Form ADV filings. NADLER FINANCIAL GROUP, INC. (CRD# 122617) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.