Podell Financial Group LLC

Overview

Podell Financial Group LLC is an independent, owner-operated RIA that registered with the SEC in 2023. The firm serves both individual/family clients and institutional clients and combines advisory services with an insurance brokerage capability. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are mixed: percentage of AUM, hourly fees, and fixed-fee engagements are all used depending on the client relationship. The firm reports discretionary management across its book, indicating it typically makes investment decisions on behalf of clients rather than strictly providing model or wrap solutions. Podell Financial Group does not operate as a capital allocator; instead it works with third-party managers for its alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives