Overview
Assets Under Management: $400 million
Headquarters: ARDEN HILLS, MN
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Frequently Asked Questions
PITZL FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171441), PITZL FINANCIAL, LLC is subject to fiduciary duty under federal law.
PITZL FINANCIAL, LLC is headquartered in ARDEN HILLS, MN.
PITZL FINANCIAL, LLC serves 148 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, PITZL FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PITZL FINANCIAL, LLC manages $400 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, PITZL FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,750
Discretionary Accounts: 1,750
Regulatory Filings
CRD Number: 171441
Last Filing Date: 2025-02-20 00:00:00
Website: https://pitzlfinancial.com