WOODFIELD FINANCIAL ADVISORS, INC.
CRD #123279 SEC #801-121330 DEER PARK, IL 847-726-9600
SEC Registered
Total AUM
$186.7M
Discretionary
$158.4M
Employees
3
Clients
25
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $186.7M | $158.4M | $28.2M | 3 | 7 |
| Mar 2024 | $162.7M | $132.9M | $29.8M | 3 | 13 |
| Mar 2024 | $162.7M | $132.9M | $29.8M | 3 | 13 |
| Mar 2024 | $162.7M | $132.9M | $29.8M | 3 | 13 |
| Mar 2024 | $162.7M | $132.9M | $29.8M | 3 | 13 |
| Feb 2024 | $162.7M | $132.9M | $29.8M | 3 | 13 |
| Jan 2024 | $133.9M | $111.2M | $22.7M | 3 | 5 |
| Mar 2023 | $133.9M | $111.2M | $22.7M | 3 | 5 |
| Mar 2023 | $133.9M | $111.2M | $22.7M | 3 | 5 |
| Oct 2022 | $121.9M | $101.5M | $20.4M | 3 | 15 |
| Oct 2022 | $121.9M | $101.5M | $20.4M | 3 | 15 |
| Feb 2022 | $148.7M | $0 | $148.7M | 3 | 15 |
| Feb 2022 | $148.7M | $0 | $148.7M | 3 | 15 |
| Sep 2021 | $136M | $110M | $26M | 3 | 15 |
| Aug 2021 | $136M | $110M | $26M | 3 | 15 |
| Jun 2021 | $136M | $110M | $26M | 3 | 15 |
| May 2021 | $136M | $110M | $26M | 3 | 15 |
| Apr 2021 | $136M | $110M | $26M | 3 | 15 |
| Apr 2021 | $136M | $110M | $26M | 3 | 15 |
| Feb 2012 | $50.8M | $40.8M | $10M | 1 | 26 |
| Mar 2011 | $50.8M | $40.8M | $10M | 5 | -- |
| Apr 2009 | $27M | $27M | $0 | -- | -- |
| Feb 2008 | $40.4M | $40.4M | $0 | -- | -- |
| Nov 2007 | $41M | $41M | $0 | -- | -- |
| Oct 2007 | $41M | $41M | $0 | -- | -- |
DateFeb 2025
Total AUM$186.7M
Discretionary$158.4M
Non-Disc.$28.2M
Employees3
Clients7
DateMar 2024
Total AUM$162.7M
Discretionary$132.9M
Non-Disc.$29.8M
Employees3
Clients13
DateMar 2024
Total AUM$162.7M
Discretionary$132.9M
Non-Disc.$29.8M
Employees3
Clients13
DateMar 2024
Total AUM$162.7M
Discretionary$132.9M
Non-Disc.$29.8M
Employees3
Clients13
DateMar 2024
Total AUM$162.7M
Discretionary$132.9M
Non-Disc.$29.8M
Employees3
Clients13
DateFeb 2024
Total AUM$162.7M
Discretionary$132.9M
Non-Disc.$29.8M
Employees3
Clients13
DateJan 2024
Total AUM$133.9M
Discretionary$111.2M
Non-Disc.$22.7M
Employees3
Clients5
DateMar 2023
Total AUM$133.9M
Discretionary$111.2M
Non-Disc.$22.7M
Employees3
Clients5
DateMar 2023
Total AUM$133.9M
Discretionary$111.2M
Non-Disc.$22.7M
Employees3
Clients5
DateOct 2022
Total AUM$121.9M
Discretionary$101.5M
Non-Disc.$20.4M
Employees3
Clients15
DateOct 2022
Total AUM$121.9M
Discretionary$101.5M
Non-Disc.$20.4M
Employees3
Clients15
DateFeb 2022
Total AUM$148.7M
Discretionary$0
Non-Disc.$148.7M
Employees3
Clients15
DateFeb 2022
Total AUM$148.7M
Discretionary$0
Non-Disc.$148.7M
Employees3
Clients15
DateSep 2021
Total AUM$136M
Discretionary$110M
Non-Disc.$26M
Employees3
Clients15
DateAug 2021
Total AUM$136M
Discretionary$110M
Non-Disc.$26M
Employees3
Clients15
DateJun 2021
Total AUM$136M
Discretionary$110M
Non-Disc.$26M
Employees3
Clients15
DateMay 2021
Total AUM$136M
Discretionary$110M
Non-Disc.$26M
Employees3
Clients15
DateApr 2021
Total AUM$136M
Discretionary$110M
Non-Disc.$26M
Employees3
Clients15
DateApr 2021
Total AUM$136M
Discretionary$110M
Non-Disc.$26M
Employees3
Clients15
DateFeb 2012
Total AUM$50.8M
Discretionary$40.8M
Non-Disc.$10M
Employees1
Clients26
DateMar 2011
Total AUM$50.8M
Discretionary$40.8M
Non-Disc.$10M
Employees5
Clients--
DateApr 2009
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees--
Clients--
DateFeb 2008
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--