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| Keyboard |
| Pitzl Financial LLC
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|---|---|
| CRD # | 171441 |
| SEC # | 801-113328 |
| CIK # | |
| AUM | 498.0 M (2026-02-09) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 651-287-3712 |
| Address | 8 Pine Tree Drive Arden Hills, MN 55112 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 95.0 |
| (b) Individuals (high net worth individuals) | 183 | 396.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,892 | 498.0 |
| By Discretionary | ||
| Discretionary | 1,892 | 498.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,892 | 498.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.0 | |
| Total | 1,892 | 498.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HC Advisors LLC
✚
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GA | 500.2 M |
|
Private Wealth Solutions LLC
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Act Advisors LLC
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NC | 498.9 M |
|
Kahn Brothers Advisors LLC
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NY | 498.6 M |
|
Jackson Financial Services LLC
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SC | 498.1 M |
|
Socorro Asset Management LP
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TX | 497.9 M |
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William Madison Advisors Inc
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TX | 497.7 M |
|
Peavine Capital LLC
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|
496.3 M | |
|
Alexander Investment Services Co
✚
|
KY | 496.3 M |
|
Rench Wealth Management Inc
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TX | 495.9 M |