CRD: 120777
Samuels Financial Services, Inc.
$33.8M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
2 Employees
43 ADV. Clients
26 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-1999
- Office Locations
- 1
Office Locations
1280 Boardman-Canfield RD Youngstown OH
About Samuels Financial Services, Inc.
Samuels Financial Services, Inc. is a Youngstown-based RIA. The firm has been operating for 26 years. Managing $33.8M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$33.8M AVG AUM / ADVISOR
$785.0K AVG AUM / CLIENT
26.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
D
DONALD WILLIAM SAMUELS
President
- CRD
- #409895
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,001,740 | -- |
| Non-Discretionary | $24,753,806 | -- |
| Total | $33,755,546 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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