TEPLITZ FINANCIAL GROUP LLC

3 Jocama Boulevard
Suite 200a
Old Bridge, New Jersey 08857
Tel: 732-591-0909

About TEPLITZ FINANCIAL GROUP LLC

TEPLITZ FINANCIAL GROUP LLC, formally registered with the SEC as TEPLITZ FINANCIAL GROUP LLC. The firm was established in 07/15/2022. They have over 1 offices throughout the country.

TEPLITZ FINANCIAL GROUP LLC is a Old Bridge, New Jersey based Financial Planning firm with nearly $106,897,365 assets under management, offering retirement planning & investment advisory services to 361 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122038
SEC#	801-126103
Assets Managed by Firm	$106,897,365
No. of Clients	361
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	361	$106,897,365
Individuals (other than high net worth individuals)	104	$26,227,707
High net worth individuals	47	$71,190,302
Pension and profit sharing plans	18	$6,633,583
Charitable organizations	Fewer than 5 clients	$379,503
Corporations or other businesses	Fewer than 5 clients	$2,466,270

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