TEPLITZ FINANCIAL GROUP LLC - Financial Advisor in New Jersey, Old Bridge

Tel: 732-591-0909 3 Jocama Boulevard Suite 200a Old Bridge, New Jersey 08857

About TEPLITZ FINANCIAL GROUP LLC

TEPLITZ FINANCIAL GROUP LLC is a Old Bridge, New Jersey based financial advisory firm with nearly $106,897,365 in assets under management and provides investment advisory services for 361 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

122038

Firm SEC#:

801-126103

Assets Under Management:

$106,897,365

No. of Clients:

361

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in New Jersey, Old Bridge

FirmCRD#:124405

SEC#:801-110311

No. of Advisors:3

No. of Clients:643

AUM:$218,389,829

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

STERN CAPITAL MANAGEMENT, INC.

124405

801-110311

643

$218,389,829

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