KADISAK FINANCIAL SERVICES, INC.
KADISAK FINANCIAL SERVICES, INC. of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 122895). Regulatory assets under management: $65.5M.
Registration
- CRD: 122895
- SEC file number: 801-71773
- Type: Registered investment adviser
- Location: 710 E. OGDEN AVE, NAPERVILLE, IL, 60563
- Phone: 630-369-3336
- Latest filing: 2026-01-12
- Regulatory AUM: $65.5M
- Discretionary AUM: $65.5M
- Clients: 3
- Accounts: 299
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| KADISAK ROGER W | CHIEF COMPLIANCE OFFICER; PRESIDENT, SECY, TREAS, CHIEF COMPLIANCE OFFICER | — |
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