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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2024
- Office Locations
- 1
Office Locations
About Saubel Financial Group
Saubel Financial Group is an independent, fiduciary financial planning and wealth management firm serving individuals and families, with planning support that can extend to small business needs. Services include comprehensive financial planning, investment and retirement planning, and insurance, estate, and long-term care planning. The firm is fee-based with no investment product commissions and uses tools like Altruist and RightCapital plus a risk-tolerance “Risk Number” assessment.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM GREGORY SAUBEL
Chief Compliance Officer, Owner, President
- CRD
- #6752249
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,633,219 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,633,219 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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