Woodfield Financial Advisors, Inc.
Firm details
- Headquarters
- Deer Park, Illinois
- CRD number
- 123279
- Registered since
- October 1, 2021
- Website
- woodfieldfa.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.09%
- Individuals18%
- Pension & Profit Sharing Plans11.44%
- Charitable Organizations0.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Woodfield Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. Ownership is held individually. The firm provides financial planning and discretionary portfolio management for individuals, families and small businesses, and it also operates as an insurance broker. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Woodfield does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
James Dobbs
Founder and CEOCRD 1343000
Donald Monsen
Chief Sales and Marketing OfficerCRD 1605450
Contacts
1 of 1
Martin Konsor
Financial AnalystCRD 6474899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Deer Park, IL
Lake
Location
Deer Park, IL
Headquartered in Deer Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 21660 W Field Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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