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SOBITZ FINANCIAL GROUP, LLC
CRD 337210
3500 MASSILLON ROAD, SUITE 490, UNIONTOWN, OH, 44685, United States
Phone
330-896-9575
Fax
330-896-0106
Registration
— (—)
Source
State registered
Total AUM
$88.7M
Discretionary AUM
$87.9M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $50.4M |
| High net worth individuals | 19 | $35.9M |
| Charitable organizations | 2 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD