1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PODELL FINANCIAL GROUP LLC

Map pinFAIRFIELD, NJ
Phone973-227-8001
NotebookSEC #801-127920
Total AUM
$227.6M
Employees
6
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
271 ROUTE 46W
SUITE D105
FAIRFIELD
NJ 07004
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
973-227-8001

ReceiptFinancials

Total AUM
$227.6M
Accounts
590
Discretionary
$227.6M
Accounts
590
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
184
AUM
$78.5M
HNW Individual Clients
32
AUM
$111.7M
Pension/Profit Sharing Plan Clients
20
AUM
$35.8M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account