|
⚲
|
| Keyboard |
| Teplitz Financial Group LLC
✚
|
|
|---|---|
| CRD # | 122038 |
| SEC # | 801-126103 |
| CIK # | |
| AUM | 131.7 M (2026-04-01) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 732-591-0909 |
| Address | 3 Jocama Boulevard Old Bridge, NJ 08857 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 38.5 |
| (b) Individuals (high net worth individuals) | 47 | 80.4 |
| (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 | 20 | 9.5 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 131.7 |
| By Discretionary | ||
| Discretionary | 364 | 118.0 |
| Non-Discretionary | 29 | 13.7 |
| Total | 393 | 131.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.7 | |
| Total | 393 | 131.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blue Line Capital LLC
✚
|
IL | 131.9 M |
|
Advisor Compliance Partners LLC
✚
|
HI | 131.9 M |
|
PW Advisors LLC
✚
|
FL | 131.8 M |
|
Professional Trading Services Brokerage LLC
✚
|
NJ | 131.7 M |
|
Corinthian Wealth Management Inc
✚
|
CA | 131.7 M |
|
LMPG Wealth Advisors LLC
✚
|
FL | 131.7 M |
|
The Breit Group LLC
✚
|
NC | 131.6 M |
|
AWR Investment Management LLC
✚
|
CA | 131.6 M |
|
Imprint Wealth LLC
✚
|
SC | 131.6 M |
|
1st Discount Brokerage Inc
✚
|
FL | 131.4 M |