# ADLER FINANCIAL

ADLER FINANCIAL is an SEC-registered investment adviser.

## Registration

- CRD: 310978
- Type: SEC-registered investment adviser
- Phone: 6082002220
- Latest filing: 2026-04-21
- Regulatory AUM: $7.1M
- Discretionary AUM: $5.4M
- Non-discretionary AUM: $1.7M
- Clients: 1
- Accounts: 57

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310978/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310978/similar
- Related entities: https://search.stillhousedata.com/firm/310978/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310978

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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.