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Building 2DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS, LLC

Map pinOLD BRIDGE, NJ
Phone732-591-0909
NotebookSEC #801-64678
Total AUM
$54M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 JOCAMA BOULEVARD
SUITE 200A
OLD BRIDGE
NJ 08857
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
732-591-0909

ReceiptFinancials

Total AUM
$54M
Accounts
187
Discretionary
$52.1M
Accounts
183
Non-Discretionary
$1.9M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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