PODELL FINANCIAL GROUP LLC
CRD #325383 SEC #801-127920 FAIRFIELD, NJ 973-227-8001
SEC Registered
Total AUM
$172.2M
Discretionary
$172.2M
Employees
5
Clients
0
Accounts
490
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $172.2M | $172.2M | $0 | 5 | 0 |
| Jun 2024 | $140.6M | $140.6M | $0 | 5 | 0 |
| Apr 2024 | $140.6M | $140.6M | $0 | 5 | 0 |
| Jan 2024 | $140.6M | $140.6M | $0 | 5 | 0 |
| Aug 2023 | $126.1M | $126.1M | $0 | 7 | 0 |
| Jun 2023 | $0 | $0 | $0 | 7 | 0 |
| Apr 2023 | $0 | $0 | $0 | 7 | 0 |
| Apr 2023 | $0 | $0 | $0 | 7 | 0 |
DateJan 2025
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0