Teplitz Financial Group LLC

RIASEC RegisteredEst. 2022

Total AUM

$132M

Discretionary

$118M

90% of AUM

Avg account

$335K

Accounts

393

Employees

Advisory reps

Firm details

Headquarters: Old Bridge, New Jersey
CRD number: 122038
Registered since: July 15, 2022
Website: www.teplitzfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.03%
Individuals29.25%
Pension & Profit Sharing Plans7.25%
Corporations / Businesses2.13%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Teplitz Financial Group LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company and is individually owned. The firm serves both individual and family clients as well as institutional clients, and identifies itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and reports no multi-state adviser status.