PITZL FINANCIAL, LLC
Legal name: PITZL FINANCIAL
CRD #171441 SEC #801-113328 ARDEN HILLS, MN 651-287-3712
SEC Registered
Total AUM
$400M
Discretionary
$400M
Employees
6
Clients
25
Accounts
1,750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $400M | $400M | $0 | 6 | 0 |
| Apr 2024 | $340.3M | $340.3M | $0 | 6 | 0 |
| Mar 2024 | $340.3M | $340.3M | $0 | 6 | 0 |
| Feb 2023 | $285.3M | $285.3M | $0 | 5 | 16 |
| Mar 2022 | $278.4M | $278.4M | $0 | 6 | 12 |
| Jul 2021 | $203.1M | $203.1M | $0 | 5 | 0 |
| Mar 2021 | $203.1M | $203.1M | $0 | 5 | 0 |
| Nov 2020 | $177.9M | $177.9M | $0 | 5 | 7 |
| Jun 2020 | $177.9M | $177.9M | $0 | 5 | 7 |
| Mar 2020 | $177.9M | $177.9M | $0 | 5 | 7 |
| Mar 2019 | $142.4M | $142.4M | $0 | 4 | 8 |
| Apr 2018 | $127.7M | $127.7M | $0 | 2 | 8 |
DateFeb 2025
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$340.3M
Discretionary$340.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$340.3M
Discretionary$340.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees5
Clients16
DateMar 2022
Total AUM$278.4M
Discretionary$278.4M
Non-Disc.$0
Employees6
Clients12
DateJul 2021
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees5
Clients7
DateJun 2020
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees5
Clients7
DateMar 2020
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees5
Clients7
DateMar 2019
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees4
Clients8
DateApr 2018
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees2
Clients8