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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
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