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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
About Podell Financial Group LLC
Podell Financial Group is an SEC-registered RIA specializing in tax-efficient wealth and retirement plan design for business owners and entrepreneurs. The team builds custom financial plans and portfolios with an emphasis on disciplined asset allocation and portfolio construction. Led by 20-year advisor David Podell, the firm is active in industry education and is available for guest speaking at events and webinars.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID PODELL
Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #4546161
- Ownership
- 75% or more
LESLIE MARIE MASTROGIOVANNI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL JOSEPH KELLY
Financial Advisor, General Partner
- CRD
- #4540662
JENNIFER VAUGHN KERR
--
- CRD
- #4482906
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,600,000 | $385,763 |
| Non-Discretionary | $0 | -- |
| Total | $227,600,000 | $385,763 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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