PITZL FINANCIAL

RIASEC RegisteredEst. 2018

Total AUM

$498M

Discretionary

$498M

100% of AUM

Avg account

$263K

Accounts

1,892

Employees

Advisory reps

Firm details

Headquarters: ARDEN HILLS, Minnesota
CRD number: 171441
Registered since: May 30, 2018
Website: pitzlfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.57%
Individuals19.09%
Pension & Profit Sharing Plans1.34%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pitzl Financial is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management and adviser selection. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements include both a percentage-of-AUM model and fixed fees. Pitzl Financial does not identify as an active ESG investor and reports no multi-state advisory registration.