Overview
Assets Under Management: $187 million
Headquarters: DEER PARK, IL
High-Net-Worth Clients: 93
Average Client Assets: $1 million
Frequently Asked Questions
WOODFIELD FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123279), WOODFIELD FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
WOODFIELD FINANCIAL ADVISORS, INC. is headquartered in DEER PARK, IL.
WOODFIELD FINANCIAL ADVISORS, INC. serves 93 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, WOODFIELD FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WOODFIELD FINANCIAL ADVISORS, INC. manages $187 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, WOODFIELD FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
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