Teplitz Financial Group LLC

Teplitz Financial Group LLC (CRD# 122038) is a financial advisory firm headquartered in Old Bridge, NJ. They manage $106,897,365 in 361 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details

3 Jocama Boulevard, Suite 200a, Old Bridge, NJ 08857

https://www.linkedin.com/company/9435054/admin/feed/posts/

By the Numbers

Total Assets Under Management

107

MILLION
Total Number of Accounts

361

ACCOUNTS
Average Account Value

$296,115

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, PA, TX

Financial Advisors at Teplitz Financial Group LLC

Showing 1 - 1 of 1 top financial advisors.

Ari M. Teplitz

CRD#: 5816950

3 Jocama Boulevard, Suite 200a, Old Bridge, NJ 08857

Ari Teplitz (CRD# 5816950) is an Investment Advisor Representative working at Teplitz Financial Group LLC in Old Bridge, NJ and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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