Unclaimed Profile

David Michael Muntz

MUNTZ FINANCIAL, LLC·DOYLESTOWN, Pennsylvania

MUNTZ FINANCIAL, LLC

108 N. MAIN STREET, DOYLESTOWN, PA 18901CRD# 3236250Firm CRD# 145971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Muntz · DOYLESTOWN, PA

Registration

CRD #3236250 · MUNTZ FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

David Michael Muntz is a registered financial advisor based in DOYLESTOWN, Pennsylvania, affiliated with MUNTZ FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MUNTZ FINANCIAL, LLC

AUM

$155M

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3236250

Firm CRD# 145971

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Michael Muntz offer?

David Michael Muntz specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are David Michael Muntz's credentials?

David Michael Muntz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Muntz located?

David Michael Muntz is based in DOYLESTOWN, Pennsylvania, working with MUNTZ FINANCIAL, LLC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does David Michael Muntz charge for services?

David Michael Muntz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUNTZ FINANCIAL, LLC?

MUNTZ FINANCIAL, LLC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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