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TEPLITZ FINANCIAL GROUP LLC
OLD BRIDGE, NJ
732-591-0909
SEC #801-126103Total AUM
$131.7M
Employees
2Clients
190Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3 JOCAMA BOULEVARD
SUITE 200A
OLD BRIDGE
NJ 08857
United States
SUITE 200A
OLD BRIDGE
NJ 08857
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
732-591-0909
Financials
Total AUM
$131.7M
Accounts
393Discretionary
$118M
Accounts
364Non-Discretionary
$13.7M
Accounts
29
Clients
Individual Clients
121AUM
$38.5M
HNW Individual Clients
47AUM
$80.4M
Pension/Profit Sharing Plan Clients
20AUM
$9.5M
Charitable Organization Clients
1AUM
$450.7K
Corporation or Business Clients
1AUM
$2.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLNJNYPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.