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| Happy Holidays!! thanks for using AUM13F!! |
| Nadler Financial Group Inc
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| CRD # | 122617 |
| SEC # | 801-61462 |
| CIK # | 0001541787 |
| AUM | $1.9 B (2025-02-22) |
| Employees | 25 (64% Investors, 60% Brokers) |
| Phone | 847-940-4040 |
| Address | 155 N Pfingsten Road Deerfield, IL 60015-4903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.5 | ||
| Microsoft Corp | 15.2 | ||
| Nvidia Corp | 11.7 | ||
| Amazon Com Inc | 8.5 | ||
| Capital One Financial Corp | 7.8 | ||
| Alphabet Inc | 5.2 | ||
| iShares Comex Gold Trust | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 555 | 168.7 |
| (b) Individuals (high net worth individuals) | 434 | 1,619.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 48.3 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 82.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,081 | 1,919.1 |
| By Discretionary | ||
| Discretionary | 3,081 | 1,919.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,081 | 1,919.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,918.2 | |
| Total | 3,081 | 1,919.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001541787] |
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|---|---|---|
|
Arbion Limited
✚
|
1.9 | |
|
Neville Rodie & Shaw Inc
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|
NY | 1.9 |
|
Earned Wealth Advisors LLC
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|
CA | 1.9 |
|
EFG Asset Management Americas Corp
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FL | 1.9 |
|
Moneco Advisors LLC
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CT | 1.9 |
|
Heritage Investment Group Inc
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FL | 1.9 |
|
Reinhart Partners LLC
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|
WI | 1.9 |
|
The Wealth Alliance LLC
✚
|
NY | 1.9 |
|
Claret Asset Management Corp
✚
|
1.9 | |
|
Beaird Harris Wealth Management LLC
✚
|
TX | 1.9 |