TEPLITZ FINANCIAL GROUP LLC

OLD BRIDGE, New Jersey·2 registered advisors·CRD# 122038

SEC# 801-1261030732-591-0909

01

Firm Overview

AUM

$107M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at TEPLITZ FINANCIAL GROUP LLC

2 registered advisors

Ari Menachem Teplitz

OLD BRIDGE, New Jersey

Daniel (nmn) Teplitz

OLD BRIDGE, New Jersey

05

Office Locations

OLD BRIDGE, New Jersey

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Data sourced from SEC Form ADV filings. TEPLITZ FINANCIAL GROUP LLC (CRD# 122038) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.