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David Michael Muntz

MUNTZ FINANCIAL, LLC·DOYLESTOWN, Pennsylvania
Unclaimed Profile
108 N. MAIN STREET, DOYLESTOWN, PA 18901CRD# 3236250Firm CRD# 145971
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MUNTZ FINANCIAL, LLC
MUNTZ FINANCIAL, LLC
AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MUNTZ FINANCIAL, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3236250
Firm CRD# 145971
5 disclosures on file
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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Other advisors in DOYLESTOWN
Stephanie M Schwartzberg — PENN INVESTMENT ADVISORS, INC.Charles Fox Steege — SFG INVESTMENT ADVISORS, INC.Kelly Jay Groff — SFG INVESTMENT ADVISORS, INC.Susan Mathers Steege — SFG INVESTMENT ADVISORS, INC.Martin Floyd Kurtz — THE MARSHALL FINANCIAL GROUP, INC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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