# Podell Financial Group

Podell Financial Group is a RIA based in Fairfield, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fairfield, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://podellfinancial.com

## Regulatory record

- **CRD number:** 325383
- **SEC file number:** 801-127920
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325383

## About

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.

## People

- Richard Podell — Principal

## 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.

## Related profiles

- [Hollow Tree Investments Management](https://altss.com/profile/hollow-tree-investments-management)
- [ASCENT RETIREMENT ADVISORS](https://altss.com/profile/ascent-retirement-advisors)

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Last updated: 2026-07-06T01:24:23.473Z

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