|
⚲
|
| Keyboard |
| Podell Financial Group LLC
✚
|
|
|---|---|
| CRD # | 325383 |
| SEC # | 801-127920 |
| CIK # | |
| AUM | 227.6 M (2026-03-24) |
| Employees | 6 (67% 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) | 184 | 78.5 |
| (b) Individuals (high net worth individuals) | 32 | 111.7 |
| (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 | 35.8 |
| (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 | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 590 | 227.6 |
| By Discretionary | ||
| Discretionary | 590 | 227.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 590 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.6 | |
| Total | 590 | 227.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Center for Wealth Management LLC
✚
|
227.8 M | |
|
Magnolia Capital Management Ltd
✚
|
NY | 227.7 M |
|
Commonwealth Financial Planners Inc
✚
|
GA | 227.6 M |
|
Pilotage Private Wealth AG
✚
|
227.6 M | |
|
MRP Capital Investments LLC
✚
|
GA | 227.6 M |
|
Sandro Wealth Management LLC
✚
|
NJ | 227.6 M |
|
Approach Retirement Advisors LLC
✚
|
AL | 227.5 M |
|
Jones & Associates Premier Financial Solutions LLC
✚
|
OR | 227.4 M |
|
Keynote Financial Services LLC
✚
|
CT | 227.4 M |
|
Echo45 Advisors LLC
✚
|
CA | 227.4 M |