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Nadler Financial

Nadler Financial is an investment advisor in Deerfield with $1.16B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364156113
SEC advisor number
801-61462
FINRA CRD number
122617
AUM ?
$1.16B (as of 28 Oct 21)
Accounts
2,392 (as of 28 Oct 21)
Employees
18 (10 investment advisory or research)
Address
Nadler Financial
155 N PFINGSTEN ROAD
SUITE 160
DEERFIELD
IL 60015
Phone
847-940-4040

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 126 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$58.81M 1.76M 1.73M +2.0
$48.19M 203.54K 203.46K 0
$46.28M 341.87K 336.57K +1.6
$39.15M 142.87K 146.51K -2.5
$38.29M 244.66K 249.29K -1.9
$34.12M 445.14K 433.76K +2.6
$31.52M 447.23K 463.18K -3.4
$30.9M 106.48K 113.85K -6.5
$30.37M 136.75K 128.83K +6.1
$28.7M 72.78K 73.35K -0.8
$26.74M 189K 189.36K -0.2
$24.14M 163.01K 167.46K -2.7
$22.71M 336.48K 328.37K +2.5
$10.64M 24.8K 25K -0.8
$7.96M 107.25K 82.04K +30.7
$7.95M 28.21K 27.72K +1.7
$7.1M 43.85K 47.42K -7.5
Powershs QQQ Trust Ser 1
$6.73M 18.8K 18.49K +1.6
$6.43M 1.96K 1.88K +3.9
$5.76M 32.5K 32.5K 0
$5.42M 33.03K 33.98K -2.8
Vanguard Tax Managed Intl FD
$5.32M 105.4K 104.4K +1.0
$5.28M 12.26K 8.84K +38.7
$3.95M 1.48K 1.48K 0
$3.33M 4.29K 4.32K -0.6
$3.31M 12.14K 12.75K -4.8
$3.3M 42.25K 46.61K -9.4
$2.83M 23.76K 24.71K -3.8
$2.79M 2.06K 2.06K -0.2
$2.74M 12.55K 17.58K -28.6
$2.58M 78.67K NEW
$2.39M 9.9K 9.87K +0.3
$2.32M 26.57K 26.53K +0.1
$2.15M 18.23K 17.87K +2.0
$1.86M 16.58K 15.23K +8.8
$1.83M 13.11K 12.28K +6.7
$1.82M 16.09K 15.16K +6.1
$1.8M 16.73K 15.89K +5.3
$1.71M 18.21K 19.39K -6.1
$1.57M 9.29K 9.39K -1.1
$1.56M 3.47K 3.45K +0.6
$1.49M 4.38K 4.39K -0.3
$1.43M 33.27K 32.91K +1.1
$1.36M 6.55K 1.63K +301.0
$1.14M 7.55K 7.55K +0.1
Vanguard Div Apprciation
$1.12M 7.27K 7.28K -0.1
$1.01M 6.16K 6.06K +1.6
$996K 3.03K 3.04K -0.1
$990K 6.13K 5.92K +3.6
$961K 2.5K 2.5K -0.2
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings