RIA Intel›Advisers›Illinois›TREXLER FINANCIAL ADVISORS LLC

TREXLER FINANCIAL ADVISORS LLC

Advisory

PANA, IL

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in IL

#1,377

of 1,719 advisers by AUM

Average account

$213K

across 118 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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