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Podell Financial Group LLC

● SEC registered since 2023CRD 325383SEC# 801-127920Fairfield, NJ
Export (members)
Reg. AUM
$227.6M
Employees
6
Accounts
590
Location
Fairfield, NJ

Podell Financial Group LLC assets under management

Podell Financial Group LLC is a registered investment adviser overseen by the SEC based in Fairfield, NJ. The firm has been registered since 2023. It reports $227.6 million in regulatory assets under management and employs 6 people.
www.podellfinancial.comView on SEC.gov ↗

Podell Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
David Podell ControlManaging PrincipalOver 75%2006
Leslie Marie Mastrogiovanni ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Podell Financial Group LLC manage?

Podell Financial Group LLC reports $227.6 million in regulatory assets under management on its Form ADV.

How many employees does Podell Financial Group LLC have?

Podell Financial Group LLC reports 6 employees.

Where is Podell Financial Group LLC located?

Podell Financial Group LLC is based in Fairfield, NJ and has been SEC-registered since 2023.

Does Podell Financial Group LLC disclose fund performance?

Podell Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address271 Route 46w, Suite D105, Fairfield, NJ 07004
Phone973-227-8001
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$227.6M
Non-discretionary$0
Total (RAUM)$227.6M