# TEPLITZ FINANCIAL GROUP LLC

TEPLITZ FINANCIAL GROUP LLC of OLD BRIDGE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 122038
- Type: SEC-registered investment adviser
- SEC file number: 801-126103
- Location: 3 JOCAMA BOULEVARD, SUITE 200A, OLD BRIDGE, NJ, 08857
- Phone: 732-591-0909
- Latest filing: 2026-04-01
- Regulatory AUM: $131.7M
- Discretionary AUM: $118.0M
- Non-discretionary AUM: $13.7M
- Clients: 2
- Accounts: 393

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Nmn Teplitz | PARTNER/CO-OWNER | — |
| Ari Menachem Teplitz | PARTNER/CO-OWNER/CCO | — |
| TEPLITZ DANIEL NMN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; PARTNER/CO-OWNER | — |
| TEPLITZ ARI MENACHEM | PARTNER/CO-OWNER/CCO | — |
| Daniel (Nmn) Teplitz | PARTNER/CO-OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122038/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122038/similar
- Related entities: https://search.stillhousedata.com/firm/122038/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122038

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.