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PITZL FINANCIAL

PITZL FINANCIAL, LLC

CRD 171441 · SEC 801-113328

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8 PINE TREE DRIVE, SUITE 125, ARDEN HILLS, MN, 55112, United States

Phone

651-287-3712

Fax

651-287-3766

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$498.0M

Discretionary AUM

$498.0M

Team

8 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals211$95.0M
High net worth individuals183$396.2M

States served

CO, MN, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD