NADLER FINANCIAL GROUP, INC.

HTTPS://WWW.NADLERFINANCIAL.COM DEERFIELD, IL Investment Advisor How do I update this listing?

Nadler Financial Group is based out of Deerfield. Nadler Financial Group is a large advisory firm with 778 clients and discretionary assets under management (AUM) of $749,330,669 (Form ADV from 2019-03-12). Their last reported 13F filing for Q3 2019 included $359,088,000 in managed 13F securities and a top 10 holdings concentration of 70.54%. Nadler Financial Group's largest holding is iShares Gold Trust with shares held of 2,656,953. Whalewisdom has at least 32 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $359.088 Million
  • Prior Market Value $313.873 Million
  • New Purchases7 stocks
  • Additional Purchases36 stocks
  • Sold out of4 stocks
  • Reduced holdings in31 stocks
  • Top 10 Holdings % 70.54 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:17.85 quarters
  • Time Held Top10:15.40 quarters
  • Time Held All:18.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 0.99%
Performance Last 4 Quarters: 7.76%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NADLER FINANCIAL GROUP, INC.
155 N. PFINGSTEN ROAD SUITE 160
DEERFIELD IL    60015-4903
Country: United States

Business Phone: 847-940-4040
Fax: 847-940-7246
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IL
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 206,182,000
Total Number of Clients: 778
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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NADLER FINANCIAL GROUP, INC.

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
NADLER, MICHAEL, AARON OWNER / PRESIDENT / CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
VRN FINANCIAL SERVICES, INC. OWNER/PRESIDENT direct 2000-01-01
NADLER FINANCIAL GROUP, INC. OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
NADLER FINANCIAL GROUP, INC. OWNER / PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2000-01-01

NADLER FINANCIAL GROUP, INC.

ownership team - last updated 2017-08-18
Name Title Start Date Direct/Indirect % Ownership
NADLER, MICHAEL, AARON OWNER / PRESIDENT / CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
VRN FINANCIAL SERVICES, INC. OWNER/PRESIDENT direct 2000-01-01
NADLER FINANCIAL GROUP, INC. OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
NADLER FINANCIAL GROUP, INC. OWNER / PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2000-01-01

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