Sobitz Financial Group, LLC

Overview

Sobitz Financial Group, LLC is an individually owned limited liability company operating as a non-independent retail registered investment adviser. The firm provides fee-based portfolio management, charging a percentage of assets under management, and its stated clientele includes individuals and families as well as some institutional relationships. Advisory work centers on portfolio management for individuals and small businesses. Sobitz does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an accounting affiliation among its industry connections.

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Location & Offices