PODELL FINANCIAL GROUP LLC

FAIRFIELD, New Jersey·2 registered advisors·CRD# 325383
SEC# 801-1279200973-227-8001
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PODELL FINANCIAL GROUP LLC

2 registered advisors
David Podell
FAIRFIELD, New Jersey
Leslie Marie Mastrogiovanni
FAIRFIELD, New Jersey
05

Office Locations

FAIRFIELD, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. PODELL FINANCIAL GROUP LLC (CRD# 325383) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.