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| Happy Holidays!! thanks for using AUM13F!! |
| Woodfield Financial Advisors Inc
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| CRD # | 123279 |
| SEC # | 801-121330 |
| CIK # | |
| AUM | $186.7 M (2025-02-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 847-726-9600 |
| Address | 21660 W Field Pkwy Suite 290 Deer Park, IL 60010 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 49.7 |
| (b) Individuals (high net worth individuals) | 93 | 108.0 |
| (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 | 8 | 28.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 618 | 186.7 |
| By Discretionary | ||
| Discretionary | 605 | 158.4 |
| Non-Discretionary | 13 | 28.2 |
| Total | 618 | 186.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.7 | |
| Total | 618 | 186.7 |
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