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Kadisak Financial Services, Inc. (Naperville)


Kadisak Financial Services, Inc. is an adviser based in Naperville. It manages $34.66 million of regulatory assets for 353 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Illinois and Texas.

Kadisak Financial Services provides financial planning services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kadisak Financial Services: assets under management

The assets under management (AUM) of Kadisak Financial Services, Inc. is $34.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.18 thousand each.
Kadisak Financial Services has custody of $34.66 million in cash and securities for 97 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kadisak Financial Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naperville

The principal office where Kadisak Financial Services, Inc. performs its advisory services is located at 710 E. Ogden Ave, Naperville, IL 60563, 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 630-369-3336 or by fax 630-369-3337. The normal business hours are by appointment on Monday - Friday.


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