SAMUELS FINANCIAL SERVICES, INC.

SAMUELS FINANCIAL SERVICES, INC. of YOUNGSTOWN, OH is an SEC-registered investment adviser (CRD 120777). Regulatory assets under management: $33.8M.

Registration

• CRD: 120777
• Type: Registered investment adviser
• Location: 1280 BOARDMAN-CANFIELD RD., YOUNGSTOWN, OH, 44512
• Phone: 330-726-5921
• Latest filing: 2026-05-08
• Regulatory AUM: $33.8M
• Discretionary AUM: $9.0M
• Non-discretionary AUM: $24.8M
• Clients: 2
• Accounts: 43

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search