Overview
Assets Under Management: $228 million
Headquarters: FAIRFIELD, NJ
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
PODELL FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325383), PODELL FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
PODELL FINANCIAL GROUP LLC is headquartered in FAIRFIELD, NJ.
PODELL FINANCIAL GROUP LLC serves 32 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, PODELL FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PODELL FINANCIAL GROUP LLC manages $228 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, PODELL FINANCIAL GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 590
Discretionary Accounts: 590
Regulatory Filings
CRD Number: 325383
Filing ID: 2055339
Last Filing Date: 2026-02-18 11:20:13