DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS, LLC
SEC file number 801-64678
· OLD BRIDGE, NJ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$54M
Discretionary AUM
$52.1M
Employees
—
Clients
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Firm
- Address
- 3 JOCAMA BOULEVARD
OLD BRIDGE, NJ 08857 - Phone
- —
- Website
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- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Daniel-FI-0515 Fund I, a series of AngelList Funds 2025, LP Low name-match confidence · CIK 2074032 · WA
- Daniel Film LLC Low name-match confidence · CIK 2037488 · NM
- Daniel-FP-0401 Fund I, a series of Platform Funds 2026, LP Low name-match confidence · CIK 2130762 · WA
- DANIELHOUSE STUDIOS, INC. Low name-match confidence · CIK 1829808 · OR
- Daniel-LA-0108 Fund I, a series of AngelList Funds 2025, LP Low name-match confidence · CIK 2053005 · WA
- Danielle Guizio LLC Low name-match confidence · CIK 2101496 · NY
- PR II Daniel Burnham LLC Low name-match confidence · CIK 2051238 · NJ
- Waypoint FL Daniels Preferred, LLC Low name-match confidence · CIK 2143530 · FL
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Daniel-FP-0401 Fund I, a series of Platform Funds 2026, LP · D · Jul 15, 2026$2M
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Waypoint FL Daniels Preferred, LLC · D · Jul 8, 2026
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Danielle Guizio LLC · D · Dec 16, 2025$9M
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DANIELHOUSE STUDIOS, INC. · D/A · Jul 29, 2025$500K
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Daniel-FI-0515 Fund I, a series of AngelList Funds 2025, LP · D · Jun 24, 2025$40K
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DANIELHOUSE STUDIOS, INC. · D · Apr 8, 2025$500K
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Daniel-LA-0108 Fund I, a series of AngelList Funds 2025, LP · D · Feb 24, 2025$235.5K
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PR II Daniel Burnham LLC · D · Jan 22, 2025$125K