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SAMUELS FINANCIAL SERVICES, INC.
CRD 120777
1280 BOARDMAN-CANFIELD RD., YOUNGSTOWN, OH, 44512, United States
Phone
330-726-5921
Fax
330-726-6053
Registration
— (—)
Source
State registered
Total AUM
$33.8M
Discretionary AUM
$9.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $33.8M |
Official SEC filing: View on IAPD