ISELER FINANCIAL

ISELER FINANCIAL is an SEC-registered investment adviser (CRD 304647). Regulatory assets under management: $6.5M.

Registration

• CRD: 304647
• Type: Registered investment adviser
• Phone: 9196667604
• Latest filing: 2026-06-29
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 115

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304647 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search