# NADLER FINANCIAL GROUP, INC.

NADLER FINANCIAL GROUP, INC. of DEERFIELD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 122617
- Type: SEC-registered investment adviser
- SEC file number: 801-61462
- Location: 750 ESTATE DRIVE, SUITE 110, DEERFIELD, IL, 60015
- Phone: 847-940-4040
- Latest filing: 2026-07-27
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 28
- Accounts: 3,212

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Michael Aaron Nadler | OWNER / PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Katie Marie Krase | DIRECTOR OF COMPLIANCE AND SHAREHOLDER | — |
| Rebecca Sarah Raff | MANAGING DIRECTOR AND SHAREHOLDER | — |
| David Kaifel Rosenberg | CO-CHIEF INVESTMENT OFFICER AND SHAREHOLDER | — |
| Philip Bernard Sloan | SHAREHOLDER AND SENIOR WEALTH MANAGER | — |
| Margaret Suzanne Di Giulio | SHAREHOLDER AND CHIEF OPERATING OFFICER | — |
| Gregory William Foss | DIRECTOR OF RETIREMENT PLAN SERVICES AND SHAREHOLDER | — |
| Daniel James Dutile | SHAREHOLDER AND SENIOR WEALTH MANAGER | — |
| NADLER MICHAEL AARON | OWNER/PRESIDENT; OWNER / PRESIDENT / CHIEF COMPLIANCE OFFICER; OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KRASE KATIE MARIE | SHAREHOLDER | — |
| RAFF REBECCA SARAH | SHAREHOLDER | — |
| ROSENBERG DAVID KAIFEL | CO-CHIEF INVESTMENT OFFICER AND SHAREHOLDER | — |
| DUTILE DANIEL JAMES | SHAREHOLDER AND SENIOR WEALTH MANAGER | — |
| SLOAN PHILIP BERNARD | SHAREHOLDER AND SENIOR WEALTH MANAGER | — |
| DI GIULIO MARGARET SUZANNE | SHAREHOLDER AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122617/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122617/similar
- Related entities: https://search.stillhousedata.com/firm/122617/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122617

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.