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Building 2PITZL FINANCIAL

Map pinARDEN HILLS, MN
Phone651-287-3712
NotebookSEC #801-113328
Total AUM
$498M
Employees
8
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 PINE TREE DRIVE
SUITE 125
ARDEN HILLS
MN 55112
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
651-287-3712

ReceiptFinancials

Total AUM
$498M
Accounts
1,892
Discretionary
$498M
Accounts
1,892
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
211
AUM
$95M
HNW Individual Clients
183
AUM
$396.2M
Pension/Profit Sharing Plan Clients
1
AUM
$6.7M
Corporation or Business Clients
1
AUM
$2.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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