Podell Financial Group LLC
● SEC registered since 2023CRD 325383SEC# 801-127920Fairfield, NJ
Reg. AUM
$227.6M
Employees
6
Accounts
590
Location
Fairfield, NJ
Podell Financial Group LLC assets under management
Podell Financial Group LLC is a registered investment adviser overseen by the SEC based in Fairfield, NJ. The firm has been registered since 2023. It reports $227.6 million in regulatory assets under management and employs 6 people.
Podell Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Podell Control | Managing Principal | Over 75% | 2006 |
| Leslie Marie Mastrogiovanni Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Podell Financial Group LLC manage?
Podell Financial Group LLC reports $227.6 million in regulatory assets under management on its Form ADV.
How many employees does Podell Financial Group LLC have?
Podell Financial Group LLC reports 6 employees.
Where is Podell Financial Group LLC located?
Podell Financial Group LLC is based in Fairfield, NJ and has been SEC-registered since 2023.
Does Podell Financial Group LLC disclose fund performance?
Podell Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 271 Route 46w, Suite D105, Fairfield, NJ 07004 |
| Phone | 973-227-8001 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.6M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$227.6Mregulatory AUM
Discretionary $227.6M