SOBITZ FINANCIAL GROUP, LLC

Overview

Sobitz Financial Group, LLC is a small, privately held advisory firm organized as an LLC and owned by an individual. The firm advises both individual and family clients as well as some institutional relationships, using a percentage-of-assets fee model. Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not multi-state registered, and does not act as a pension consultant or capital allocator. An accounting affiliation is listed among its industry relationships.

Assets & Accounts

Investments & Alternatives