Fee-OnlyFinder

April Asset Management LLC

Financial planning in Deerfield, IL

State registeredNo commissions reported

Call (312) 952-1788Send a messageMap ↗

Public-record details

Address
862 Swan Lane, Deerfield, IL 60015
Phone
(312) 952-1788
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
342362
Registration
State registered: IL
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-11

State registered (IL) investment adviser, CRD 342362, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Deerfield

Alera Investment Advisors, LLCThree Parkway North, Suite 500 · Deerfield, IL 60015 · (847) 457-3000 · Financial planningCRD 287906 · % of assets, Hourly charges, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reportedCapital Resource Management,inc.770 Lake Cook Rd, Suite 370 · Deerfield, IL 60015 · (847) 948-1700 · Hourly feesCRD 106768 · % of assets, Hourly charges, Fixed fees · $593.2 million AUMSEC registeredNo commissions reportedE. A. Horwitz LLC1650 Lake Cook Rd., Suite 190 · Deerfield, IL 60015 · (224) 632-4600 · Financial planningCRD 165561 · % of assets, Fixed fees · $272.6 million AUMSEC registeredNo commissions reportedNadler Financial Group, INC.750 Estate Drive, Suite 110 · Deerfield, IL 60015 · (847) 940-4040 · Financial planningCRD 122617 · % of assets · $2.2 billion AUMSEC registeredNo commissions reportedParkside Investments, LLC570 Lake Cook Road, Suite 100 · Deerfield, IL 60015 · (312) 778-7700 · % of assets managedCRD 286178 · % of assets, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reportedPickwick Wealth Management707 Lake Cook Road, Suite 285 · Deerfield, IL 60015 · (847) 730-5597 · Financial planningCRD 333483 · % of assets, Hourly charges, Other · $11.4 million AUMState registeredNo commissions reportedRoberts, Glore & CO.707 Lake Cook Road, Suite 210 · Deerfield, IL 60015 · (224) 330-6980 · Financial planningCRD 109792 · % of assets, Fixed fees · $938.4 million AUMSEC registeredNo commissions reported

All 8 in Deerfield →