Overview
Assets Under Management: $400 million
Headquarters: ARDEN HILLS, MN
High-Net-Worth Clients: 148
Average Client Assets: $2 million
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