TEPLITZ FINANCIAL GROUP LLC
CRD #122038 SEC #801-126103 OLD BRIDGE, NJ 732-591-0909
SEC Registered
Total AUM
$116.5M
Discretionary
$106.3M
Employees
2
Clients
51
Accounts
364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $116.5M | $106.3M | $10.2M | 2 | 15 |
| Nov 2024 | $106.9M | $95.2M | $11.7M | 2 | 25 |
| Feb 2024 | $106.9M | $95.2M | $11.7M | 2 | 25 |
| Oct 2023 | $102.6M | $91.7M | $10.9M | 3 | 30 |
| Jun 2023 | $102.6M | $91.7M | $10.9M | 3 | 30 |
| Mar 2023 | $102.6M | $91.7M | $10.9M | 3 | 30 |
| Jun 2022 | $111.9M | $106.9M | $5M | 3 | 30 |
| Dec 2012 | $54M | $52.1M | $1.9M | 2 | 26 |
| Dec 2012 | $54M | $52.1M | $1.9M | 2 | 26 |
| Oct 2012 | $54M | $52.1M | $1.9M | 1 | 26 |
| Oct 2012 | $54M | $52.1M | $1.9M | 1 | 26 |
| Oct 2012 | $54M | $52.1M | $1.9M | 1 | 26 |
| Jun 2012 | $54M | $52.1M | $1.9M | 1 | 26 |
| Apr 2012 | $54M | $52.1M | $1.9M | 1 | 26 |
| Mar 2012 | $54M | $52.1M | $1.9M | 1 | 26 |
| Mar 2011 | $53.7M | $51.9M | $1.8M | 5 | -- |
| Jul 2009 | $42.7M | $41.3M | $1.4M | 5 | -- |
| Mar 2007 | $50.6M | $48.4M | $2.2M | 5 | -- |
| Feb 2006 | $41.4M | $39.4M | $2M | 5 | -- |
| Sep 2005 | $39.3M | $37.4M | $2M | 5 | -- |
DateMar 2025
Total AUM$116.5M
Discretionary$106.3M
Non-Disc.$10.2M
Employees2
Clients15
DateNov 2024
Total AUM$106.9M
Discretionary$95.2M
Non-Disc.$11.7M
Employees2
Clients25
DateFeb 2024
Total AUM$106.9M
Discretionary$95.2M
Non-Disc.$11.7M
Employees2
Clients25
DateOct 2023
Total AUM$102.6M
Discretionary$91.7M
Non-Disc.$10.9M
Employees3
Clients30
DateJun 2023
Total AUM$102.6M
Discretionary$91.7M
Non-Disc.$10.9M
Employees3
Clients30
DateMar 2023
Total AUM$102.6M
Discretionary$91.7M
Non-Disc.$10.9M
Employees3
Clients30
DateJun 2022
Total AUM$111.9M
Discretionary$106.9M
Non-Disc.$5M
Employees3
Clients30
DateDec 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees2
Clients26
DateDec 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees2
Clients26
DateOct 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees1
Clients26
DateOct 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees1
Clients26
DateOct 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees1
Clients26
DateJun 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees1
Clients26
DateApr 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees1
Clients26
DateMar 2012
Total AUM$54M
Discretionary$52.1M
Non-Disc.$1.9M
Employees1
Clients26
DateMar 2011
Total AUM$53.7M
Discretionary$51.9M
Non-Disc.$1.8M
Employees5
Clients--
DateJul 2009
Total AUM$42.7M
Discretionary$41.3M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2007
Total AUM$50.6M
Discretionary$48.4M
Non-Disc.$2.2M
Employees5
Clients--
DateFeb 2006
Total AUM$41.4M
Discretionary$39.4M
Non-Disc.$2M
Employees5
Clients--
DateSep 2005
Total AUM$39.3M
Discretionary$37.4M
Non-Disc.$2M
Employees5
Clients--