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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | NA | Control |
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | NA | Control |
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | NA | Control |
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | NA | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | E | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | E | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | E | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | E | Control |
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | E | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | D | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | D | Control |
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | D | Control |
| TEPLITZ, DANIEL, (NMN) | I | PARTNER/CO-OWNER | D | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | C | Control |
| TEPLITZ, ARI, MENACHEM | I | PARTNER/CO-OWNER/CCO | C | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (7)
CA CT FL NJ NY PA TX
Address
3 JOCAMA BOULEVARDSUITE 200A
OLD BRIDGE, NJ 08857
United States
Phone: 732-591-0909