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TEPLITZ FINANCIAL GROUP LLC
CRD 122038 · SEC 801-126103
3 JOCAMA BOULEVARD, SUITE 200A, OLD BRIDGE, NJ, 08857, United States
Phone
732-591-0909
Fax
732-862-1114
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.7M
Discretionary AUM
$118.0M
Team
2 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $38.5M |
| High net worth individuals | 47 | $80.4M |
| Pension/profit sharing plans | 20 | $9.5M |
States served
CA, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD