Teplitz Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Old Bridge, NJ. Its latest Form ADV filing, dated April 1, 2026, reports $132M in regulatory assets under management, 2 employees, and 393 accounts.
Assets Under Management
$132M
Employees
2
Offices
--
Total Clients
188
Primary office
OLD BRIDGE, NJ
3 JOCAMA BOULEVARD, SUITE 200A, OLD BRIDGE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.4% of total clients.
Top client categories% of clientsClients
1
Individuals
64.4%
121
2
HNWI
25.0%
47
3
Pension Plans
10.6%
20
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of April 1, 2026
Discretionary89.6%
$118M
90% of total RAUM89.6%
Non-discretionary10.4%
$14M
10% of total RAUM10.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$132M
Total Accounts393
10Y AUM Change+$20M (+17.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee94:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.