# SAMUELS FINANCIAL SERVICES, INC.

SAMUELS FINANCIAL SERVICES, INC. of YOUNGSTOWN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 120777
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120777/similar
- Related entities: https://search.stillhousedata.com/firm/120777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.