Overview
Assets Under Management: $187 million
Headquarters: DEER PARK, IL
High-Net-Worth Clients: 93
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.85
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 618
Discretionary Accounts: 605
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 123279
Last Filing Date: 2025-02-20 00:00:00
Website: https://woodfieldfinancialadvisors.com