Saubel Financial Group
Firm details
- Headquarters
- ,
- CRD number
- 330604
- Website
- www.saubelfinancialgroup.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals80.54%
- HNWI19.46%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Saubel Financial Group is an independent, individual-owned LLC that provides wealth advisory and financial planning services primarily to individual and family clients. The firm offers portfolio management for individuals and small businesses, financial planning, and the selection of other advisers — indicating it acts as a capital allocator and outsources or overlays specialist managers where appropriate. It also conducts insurance-brokerage activities and uses a mix of fee models, including a percentage of AUM, hourly charges, and fixed fees. The firm is state-registered in New Jersey and Pennsylvania and does not report active ESG-focused investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents10%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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