ARDEN HILLS, MNCRD 171441Latest ADV February 9, 2026
Pitzl Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arden Hills, MN. Its latest Form ADV filing, dated February 9, 2026, reports $498M in regulatory assets under management, 8 employees, and 1,892 accounts.
Assets Under Management
$498M
Employees
8
Offices
--
Total Clients
394
Primary office
ARDEN HILLS, MN
8 PINE TREE DRIVE, SUITE 125, ARDEN HILLS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.6% of total clients.
Top client categories% of clientsClients
1
Individuals
53.6%
211
2
HNWI
46.4%
183
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$498Mas of February 9, 2026
Discretionary100.0%
$498M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$498M
Total Accounts1,892
10Y AUM Change+$370M (+290.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee49:1
10Y Employee Change+6 (+300.0%)
* 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.