Podell Financial Group LLC

$227.6MAssets under management
as of Mar 2026 · SEC Form ADV
Fairfield, NJ
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Tech stack

No one at Podell Financial Group LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Podell Financial Group LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $111M held · filed Jun 2024
Advisors Trust
Per Form ADV · $30M held · filed Jun 2024