SEC CRD #801-127920
Podell Financial Group is a wealth management and advisory firm specializing in tax-efficient private market strategies, including venture capital allocations, pre-IPO secondary access, and real estate investments for high-net-worth clients.
LESLIE MASTROGIOVANNI
CHIEF COMPLIANCE OFFICER
📞 (973) 227-8001
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AUM
$228M
Location
FAIRFIELD, NJ
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