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Woodfield Financial Advisors, Inc. (Rolling Meadows)


Woodfield Financial Advisors, Inc. is an adviser based in Rolling Meadows. It manages $50.75 million of regulatory assets for 578 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.




Woodfield Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Woodfield Financial Advisors: assets under management

The assets under management (AUM) of Woodfield Financial Advisors, Inc. is $50.75 million. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.75 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.75 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28.57 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Woodfield Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rolling Meadows

The principal office where Woodfield Financial Advisors, Inc. performs its advisory services is located at 3701 Algonquin, Suite 720, Rolling Meadows, IL 60008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-483-5370 or by fax 847-590-8380. The normal business hours are 8:30-5:00 on Monday - Friday.


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