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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MASTROGIOVANNI, LESLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTROGIOVANNI, LESLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTROGIOVANNI, LESLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTROGIOVANNI, LESLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTROGIOVANNI, LESLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTROGIOVANNI, LESLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTROGIOVANNI, LESLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mastrogiovanni, Leslie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
| PODELL, DAVID | I | MANAGING PRINCIPAL | E | Control |
Registrations
Federal
IA
Jan 28, 2025 REGISTERED
Notice Filings (6)
CA FL MA NJ NY TX
Address
271 ROUTE 46WSUITE D105
FAIRFIELD, NJ 07004
United States
Phone: 973-227-8001