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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2014
- Office Locations
- 1
Office Locations
About Pitzl Financial
Pitzl Financial is a Minneapolis–St. Paul area, fee-only financial planning and wealth management firm. They pair objective planning with disciplined, evidence-based investing to help clients design, build, and protect assets through major life transitions, with an emphasis on aligning finances to personal values and building resilient portfolios for real-world cash needs. Their collaborative “Your Personal Boardroom” process positions them as advisors to the family’s CEO(s).
Team overview
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Custodian
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Investment Themes
Investment Vehicles
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Owner & Executives
JOSEPH DANIEL PITZL
Chief Compliance Officer, Partner
- CRD
- #4696949
- Ownership
- 50% but less than 75%
JOHN MICHAEL PITZL
President
- CRD
- --
- Ownership
- 25% but less than 50%
Bridge capital
Alpha peak
- CRD
- #71795
- Ownership
- 48.7%
Showing 2 of 4 owners & executives
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RICHARD ELLIOT HALL
Financial Advisor, General Partner
- CRD
- #3075129
Andi Elizabeth Long
Associate
- CRD
- #7728427
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $497,981,581 | $263,204 |
| Non-Discretionary | $0 | -- |
| Total | $497,981,581 | $263,204 |
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Separately Managed Accounts
Total SMA Asset: $497,981,581
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,369,346,177 | 19.9% |
| Equity - Exchange | $1,328,059,358 | 19.3% |
| Cash | $1,334,940,494 | 19.4% |
| Other | $605,540,018 | 8.8% |
| U.S. Government/Agency | $516,085,243 | 7.5% |
| Municipal Bonds | $970,240,256 | 14.1% |
| Sovereign Bonds | $756,925,023 | 11.0% |
| Total | $6,881,136,569 | 100.0% |