Pitzl Financial, LLC
● SEC registered since 2018CRD 171441SEC# 801-113328Arden Hills, MN
Reg. AUM
$498M
Employees
8
Accounts
1,892
Location
Arden Hills, MN
Pitzl Financial, LLC assets under management
Pitzl Financial, LLC is an investment advisory firm registered with the SEC based in Arden Hills, MN. The firm has been registered since 2018. It reports $498 million in regulatory assets under management and employs 8 people.
Pitzl Financial, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Charles Pitzl | Member | 5-10% | 2014 |
| John Michael Pitzl Control | Member | 25-50% | 2014 |
| Joseph Daniel Pitzl Control | Chief Compliance Officer/Member | 50-75% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Pitzl Financial, LLC manage?
Pitzl Financial, LLC reports $498 million in regulatory assets under management on its Form ADV.
How many employees does Pitzl Financial, LLC have?
Pitzl Financial, LLC reports 8 employees.
Where is Pitzl Financial, LLC located?
Pitzl Financial, LLC is based in Arden Hills, MN and has been SEC-registered since 2018.
Does Pitzl Financial, LLC disclose fund performance?
Pitzl Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8 Pine Tree Drive, Suite 125, Arden Hills, MN 55112 |
| Phone | 651-287-3712 |
| Fax | 651-287-3766 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$498M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$498Mregulatory AUM
Discretionary $498M