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Pitzl Financial, LLC

● SEC registered since 2018CRD 171441SEC# 801-113328Arden Hills, MN
Export (members)
Reg. AUM
$400M
Employees
6
Accounts
1,750
Location
Arden Hills, MN

Pitzl Financial, LLC assets under management

Pitzl Financial, LLC is an investment advisory firm registered with the SEC based in Arden Hills, MN. The firm has been registered since 2018. It reports $400 million in regulatory assets under management and employs 6 people.

Pitzl Financial, LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel Charles PitzlMember5-10%2014
John Michael Pitzl ControlMember25-50%2014
Joseph Daniel Pitzl ControlChief Compliance Officer/Member50-75%2014
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Frequently asked questions

How much does Pitzl Financial, LLC manage?

Pitzl Financial, LLC reports $400 million in regulatory assets under management on its Form ADV.

How many employees does Pitzl Financial, LLC have?

Pitzl Financial, LLC reports 6 employees.

Where is Pitzl Financial, LLC located?

Pitzl Financial, LLC is based in Arden Hills, MN and has been SEC-registered since 2018.

Does Pitzl Financial, LLC disclose fund performance?

Pitzl Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8 Pine Tree Drive, Suite 125, Arden Hills, MN 55112
Phone651-287-3712
Fax651-287-3766
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$400M
Non-discretionary$0
Total (RAUM)$400M