Sobel Financial LLC

Overview

Sobel Financial LLC is an independent, single-owner registered investment adviser organized as an LLC that serves individuals and families. The firm bills clients via a percentage-of-assets model and fixed fees, and describes itself as a capital allocator. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Public filings indicate the firm is not an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser. An industry affiliation with an insurance company is also noted.

Assets & Accounts

Investments & Alternatives