Teplitz Financial Group LLC
● SEC registered since 2022CRD 122038SEC# 801-126103Old Bridge, NJ
Reg. AUM
$131.7M
Employees
2
Accounts
393
Location
Old Bridge, NJ
Teplitz Financial Group LLC assets under management
Teplitz Financial Group LLC operates as an SEC-registered investment adviser based in Old Bridge, NJ. The firm has been registered since 2022. It reports $131.7 million in regulatory assets under management and employs 2 people.
Teplitz Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ari Menachem Teplitz Control | Partner/Co-Owner/Cco | Over 75% | 2019 |
| Daniel (nmn) Teplitz Control | Partner/Co-Owner | Under 5% | 2002 |
Frequently asked questions
How much does Teplitz Financial Group LLC manage?
Teplitz Financial Group LLC reports $131.7 million in regulatory assets under management on its Form ADV.
How many employees does Teplitz Financial Group LLC have?
Teplitz Financial Group LLC reports 2 employees.
Where is Teplitz Financial Group LLC located?
Teplitz Financial Group LLC is based in Old Bridge, NJ and has been SEC-registered since 2022.
Does Teplitz Financial Group LLC disclose fund performance?
Teplitz Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Jocama Boulevard, Suite 200a, Old Bridge, NJ 08857 |
| Phone | 732-591-0909 |
| Fax | 732-862-1114 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$131.7Mregulatory AUM
Discretionary $118MNon-discretionary $13.7M