SAUBEL FINANCIAL GROUP

SAUBEL FINANCIAL GROUP is an SEC-registered investment adviser (CRD 330604). Regulatory assets under management: $17.6M.

Registration

• CRD: 330604
• Type: Registered investment adviser
• Phone: 717-216-0033
• Latest filing: 2026-04-01
• Regulatory AUM: $17.6M
• Discretionary AUM: $17.6M
• Clients: 1
• Accounts: 432

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330604 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search