Woodfield Financial Advisors, Inc.
Woodfield Financial Advisors, Inc. is an SEC-registered mass-market adviser in Deer Park, IL with $230.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Woodfield Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123279, SEC 801-121330, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $230.1M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Deer Park, IL
- Employees
- 3
- Clients
- 389
- CRD
- 123279
- Ownership
- DOBBS, JAMES, BLAKE
How much AUM does Woodfield Financial Advisors, Inc. have?
Woodfield Financial Advisors, Inc. reported $230.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Woodfield Financial Advisors, Inc.?
Disclosed owners and executives of Woodfield Financial Advisors, Inc. include DOBBS, JAMES, BLAKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.