Nadler Financial Group, Inc.

RIASEC RegisteredEst. 2002
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$680K
Accounts
3,212
Employees
28
Advisory reps
17

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

FINTRX

Overview

Nadler Financial Group, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2002. The firm acts as a capital allocator for both individual & family and institutional clients, operating on a percentage-of-AUM fee model. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Public filings show the firm is not positioned as an active ESG investor and reports its adviser status as non-multistate. Nadler Financial Group received recognition on industry lists in 2020, appearing in the Financial Times Top 300 RIA Firms and in FA Magazine’s Top RIA Firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 8%, Cash & Cash Equivalents 7%, US Government Bonds 6%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents7%
  • US Government Bonds6%

Owners & executives

2 of 2
  • Michael Nadler

    Michael Nadler

    Founder and President, Co-CIOCRD 2417538

  • Margaret Di Giulio

    Chief Operating OfficerCRD 7059555

Contacts

3 of 15
  • Philip Sloan

    Philip Sloan

    Shareholder, Senior Wealth ManagerCRD 6836582

  • Zachary Zewiske

    Zachary Zewiske

    Lead Associate Wealth ManagerCRD 7461017

  • Ari Nadler

    Ari Nadler

    Registered AssistantCRD 7831730

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 68

Active vs passive

$1.1B in ETFs

Passive

91%

$1B

Active

<1%

$97.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$113M519,51610.25%
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Location

Primary office

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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