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Home > Retirement Planners > minnesota > arden hills > PITZL FINANCIAL
PITZL FINANCIAL
8 Pine Tree Drive
Suite 125
Arden Hills, Minnesota 55112
Tel: 651-287-3712
About PITZL FINANCIAL
PITZL FINANCIAL, formally registered with the SEC as PITZL FINANCIAL. The firm was established in 05/30/2018. They have over 1 offices throughout the country.
PITZL FINANCIAL is a Arden Hills, Minnesota based Financial Planning firm with nearly $399,982,181 assets under management, offering retirement planning & investment advisory services to 1750 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171441 |
| SEC# | 801-113328 |
| Assets Managed by Firm | $399,982,181 |
| No. of Clients | 1750 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1750 | $399,982,181 |
| Individuals (other than high net worth individuals) | 225 | $103,132,967 |
| High net worth individuals | 148 | $291,874,263 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,967,549 |
| Corporations or other businesses | Fewer than 5 clients | $7,402 |
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