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Teplitz Financial Group LLC

● SEC registered since 2022CRD 122038SEC# 801-126103Old Bridge, NJ
Export (members)
Reg. AUM
$116.5M
Employees
2
Accounts
364
Location
Old Bridge, NJ

Teplitz Financial Group LLC assets under management

Teplitz Financial Group LLC operates as an SEC-registered investment adviser based in Old Bridge, NJ. The firm has been registered since 2022. It reports $116.5 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/9435054/admin/feed/postsView on SEC.gov ↗

Teplitz Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Ari Menachem Teplitz ControlPartner/Co-Owner/CcoOver 75%2019
Daniel (nmn) Teplitz ControlPartner/Co-OwnerUnder 5%2002

Frequently asked questions

How much does Teplitz Financial Group LLC manage?

Teplitz Financial Group LLC reports $116.5 million in regulatory assets under management on its Form ADV.

How many employees does Teplitz Financial Group LLC have?

Teplitz Financial Group LLC reports 2 employees.

Where is Teplitz Financial Group LLC located?

Teplitz Financial Group LLC is based in Old Bridge, NJ and has been SEC-registered since 2022.

Does Teplitz Financial Group LLC disclose fund performance?

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

Contact & registration

Address3 Jocama Boulevard, Suite 200a, Old Bridge, NJ 08857
Phone732-591-0909
Fax732-862-1114
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.3M
Non-discretionary$10.2M
Total (RAUM)$116.5M