|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Podell Financial Group LLC
✚
|
|
|---|---|
| CRD # | 325383 |
| SEC # | 801-127920 |
| CIK # | |
| AUM | $172.2 M (2025-01-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 973-227-8001 |
| Address | 271 Route 46W Fairfield, NJ 07004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 55.5 |
| (b) Individuals (high net worth individuals) | 34 | 85.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 30.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 172.2 |
| By Discretionary | ||
| Discretionary | 490 | 172.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 490 | 172.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.2 | |
| Total | 490 | 172.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LSB Capital Management Inc
✚
|
IA | 0.2 |
|
Mangan Wealth Management Inc
✚
|
WA | 0.2 |
|
SFI Advisors LLC
✚
|
NJ | 0.2 |
|
401K Generation
✚
|
FL | 0.2 |
|
Masus Financial Group Ltd
✚
|
IL | 0.2 |
|
Newday Funds Inc
✚
|
CT | 0.2 |
|
Reshape LLC
✚
|
NJ | 0.2 |
|
APS Advisors
✚
|
CA | 0.2 |
|
Radius Wealth Management Inc
✚
|
MA | 0.2 |
|
Donald W Nicholson & Associates Ltd
✚
|
DE | 0.2 |