Podell Financial Group LLC
Podell Financial Group LLC is an SEC-registered mass-market adviser in Fairfield, NJ with $227.6M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Podell Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325383, SEC 801-127920, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $227.6M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Fairfield, NJ
- Employees
- 6
- Clients
- 236
- CRD
- 325383
- Ownership
- PODELL, DAVID; MASTROGIOVANNI, LESLIE, MARIE; Mastrogiovanni, Leslie
How much AUM does Podell Financial Group LLC have?
Podell Financial Group LLC reported $227.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Podell Financial Group LLC?
Disclosed owners and executives of Podell Financial Group LLC include PODELL, DAVID, MASTROGIOVANNI, LESLIE, MARIE, Mastrogiovanni, Leslie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.