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Daniel Teplitz & Associates Financial Advisors, LLC (Old Bridge)


Daniel Teplitz & Associates Financial Advisors, LLC is an adviser based in Old Bridge. It manages $54 million of regulatory assets for 187 client accounts. It has been registered with the SEC as an adviser since 2005.

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Daniel Teplitz & Associates Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Daniel Teplitz & Associates Financial Advisors: assets under management

The assets under management (AUM) of Daniel Teplitz & Associates Financial Advisors, LLC is $54 million. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.1 million in discretionary accounts and $1.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $284.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $474.89 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Daniel Teplitz & Associates Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Old Bridge

The principal office where Daniel Teplitz & Associates Financial Advisors, LLC performs its advisory services is located at 3 Jocama Boulevard, Old Bridge, NJ 08857, which is also the mailing address of the firm. An additional office of the firm is in Boynton Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-591-0909 or by fax 732-862-1114. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.danielteplitz.com.


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