Nadler Financial Group, Inc.

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$680K

Accounts

3,212

Employees

Advisory reps

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, owner-operated registered investment adviser that provides fee-based portfolio management and financial planning to individuals, families and institutional clients. The firm is SEC-registered (initial registration in 2002) and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Nadler acts as a capital allocator, deploying client capital across public funds and third-party managers rather than focusing solely on in-house discretionary strategies. The firm does not identify as an active ESG investor. Recognitions include placement on Financial Times’ Top 300 RIA Firms list and a Top RIA Firms mention in FA Magazine, both in 2020.