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PODELL FINANCIAL GROUP LLC
271 Route 46w
Suite D105
Fairfield, New Jersey 07004
Tel: 973-227-8001
About PODELL FINANCIAL GROUP LLC
PODELL FINANCIAL GROUP LLC, formally registered with the SEC as PODELL FINANCIAL GROUP LLC. The firm was established in 05/04/2023. They have over 1 offices throughout the country.
PODELL FINANCIAL GROUP LLC is a Fairfield, New Jersey based Financial Planning firm with nearly $172,200,000 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325383 |
| SEC# | 801-127920 |
| Assets Managed by Firm | $172,200,000 |
| No. of Clients | 490 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 490 | $172,200,000 |
| Individuals (other than high net worth individuals) | 174 | $55,500,000 |
| High net worth individuals | 34 | $85,500,000 |
| Pension and profit sharing plans | 20 | $30,000,000 |
| Corporations or other businesses | 3 | $1,200,000 |
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