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| Nadler Financial Group Inc
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|---|---|
| CRD # | 122617 |
| SEC # | 801-61462 |
| CIK # | 0001541787 |
| AUM | 2,184.9 M (2026-03-10) |
| Employees | 28 (64% Investors, 61% Brokers) |
| Phone | 847-940-4040 |
| Address | 750 Estate Drive Deerfield, IL 60015 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.7 | ||
| Microsoft Corp | 10.5 | ||
| Nvidia Corp | 10.3 | ||
| Alphabet Inc | 8.0 | ||
| Amazon Com Inc | 7.2 | ||
| Capital One Financial Corp | 6.6 | ||
| iShares Comex Gold Trust | 6.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 0.2 |
| (b) Individuals (high net worth individuals) | 437 | 1.8 |
| (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 | 18 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 28 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,212 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,212 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,212 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,212 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001541787] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 38 (1 non-US) |
| Serves | Institutional, Retail |
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