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SOBEL FINANCIAL LLC
CRD 304019
2000 S. COLORADO BLVD., BUILDING 1, SUITE 2000, DENVER, CO, 80222, United States
Phone
720-583-8222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $12.9M |
| High net worth individuals | 3 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD