T
$131.7M Total AUM
$118.0M Disc. AUM
-- 3Y CAGR
2 Employees
213 ADV. Clients
24 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2002
- Office Locations
- 1
Office Locations
3 Jocama Boulevard Suite 200a OLD Bridge NJ
About Teplitz Financial Group LLC
Teplitz Financial Group LLC is a OLD Bridge-based RIA. The firm has been operating for 24 years. Managing $131.7M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
45 AVG AGE
$131.7M AVG AUM / ADVISOR
$618.3K AVG AUM / CLIENT
15.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
ARI MENACHEM TEPLITZ
Chief Compliance Officer, Co-Owner, PARTNER
- CRD
- #5816950
- Ownership
- 75% or more
Available
Available
Available
D
DANIEL TEPLITZ
Certified Financial Planner, Co-Owner, Financial Advisor, PARTNER
- CRD
- #1011634
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,989,765 | $324,148 |
| Non-Discretionary | $13,706,787 | $472,648 |
| Total | $131,696,552 | $335,106 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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