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PODELL FINANCIAL GROUP LLC
CRD 325383 · SEC 801-127920
271 ROUTE 46W, SUITE D105, FAIRFIELD, NJ, 07004, United States
Phone
973-227-8001
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.6M
Discretionary AUM
$227.6M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $78.5M |
| High net worth individuals | 32 | $111.7M |
| Pension/profit sharing plans | 20 | $35.8M |
States served
CA, MA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD