RIA · CRD 325383SEC-Registered

Updated:

Podell Financial Group

PODELL FINANCIAL GROUP LLC is an SEC-registered investment adviser in FAIRFIELD, NJ, registered since 2023. The firm manages approximately $228 million in...

Podell Financial Group

PODELL FINANCIAL GROUP LLC is an SEC-registered investment adviser in FAIRFIELD, NJ, registered since 2023. The firm manages approximately $228 million in assets. It has 6 employees and 4 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Fairfield

Corporate office

New York, NY, United States

Principals

Richard Podell

Principal

Frequently asked questions

How does Podell Financial Group source deals?

Given the absence of a website or public investment team, deal flow almost certainly derives from Richard Podell's personal and professional network. Attorneys at plaintiff-firms often gain exposure to private investment opportunities through clients, co-counsel, and the institutional investors they represent in securities class actions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Fairfield RIA profiles