Podell Financial Group LLC
Firm details
- Headquarters
- Fairfield, New Jersey
- CRD number
- 325383
- Registered since
- May 4, 2023
- Website
- podellfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ADVISORS TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.08%
- Individuals34.49%
- Pension & Profit Sharing Plans15.73%
- Corporations / Businesses0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Podell Financial Group LLC is an independent, owner-operated RIA that registered with the SEC in 2023. The firm serves both individual/family clients and institutional clients and combines advisory services with an insurance brokerage capability. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are mixed: percentage of AUM, hourly fees, and fixed-fee engagements are all used depending on the client relationship. The firm reports discretionary management across its book, indicating it typically makes investment decisions on behalf of clients rather than strictly providing model or wrap solutions. Podell Financial Group does not operate as a capital allocator; instead it works with third-party managers for its alternative allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds18%
- Other5%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfield, NJ
Essex
Location
Fairfield, NJ
Headquartered in Fairfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 271 Route 46 W
- Time zone
- ET (UTC-5)
- Office locations
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