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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 10-28-2020
- Office Locations
- 1
Office Locations
About Adler Financial
Adler Financial LLC is a Wisconsin-registered, founder-led RIA serving individuals, families, and small businesses with investment advisory, portfolio management, financial planning/consulting, and in-house tax prep/planning. Portfolios are tailored with an emphasis on tax-efficient allocation, often ETF-heavy with bonds and cash. Assets are custodied at Interactive Brokers; insurance/annuity solutions are offered via RetireOne without advisor compensation.
Team overview
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Investment Themes
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Owner & Executives
ERIC PHILIP ADLER
Financial Planner, Managing Member
- CRD
- #5936170
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,382,419 | -- |
| Non-Discretionary | $1,748,529 | -- |
| Total | $7,130,948 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,130,851
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,002,950,923 | 38.2% |
| Cash | $3,240,376,100 | 61.8% |
| Total | $5,243,327,023 | 100.0% |