DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > new jersey > old bridge
TEPLITZ FINANCIAL GROUP LLC
Tel: 732-591-0909
3 Jocama Boulevard Suite 200a
Old Bridge, New Jersey 08857
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
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
Firm CRD#:
122038
SEC#:
801-126103
No. of Clients:
361
Assets under Management
$106,897,365
No. of Advisors:
2
More Financial Advisory Firms in Old Bridge, New Jersey
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| PGIM, INC. | 105676 | 1705 |
| UBS FINANCIAL SERVICES INC. | 8174 | 12701 |
| MANAGED ACCOUNT ADVISORS LLC | 142558 | 61 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 925 |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 1483 |
| PGIM INVESTMENTS LLC | 105670 | 558 |
More Firms in Old Bridge, New Jersey >>