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- Custodian
- Axos · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-11-2019
- Office Locations
- 1
Office Locations
About Sobel Financial LLC
Sobel Financial is an independent, founder-led wealth management firm in Denver serving individuals and families, including retirees and business owners. The practice combines financial planning and investment management with retirement planning, student loan/college planning, and lifestyle protection/insurance guidance, with an emphasis on investor education and behavioral coaching ("psychology of money"). Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RYAN L SOBEL
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #5492246
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,572,399 | -- |
| Total | $16,572,399 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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