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Apostolos Paul John Lountzis

LOUNTZIS ASSET MANAGEMENT, LLC·WYOMISSING, Pennsylvania
Unclaimed Profile
60 COMMERCE DRIVE, WYOMISSING, PA 19610CRD# 2585248Firm CRD# 118923
01

About

Apostolos Paul John Lountzis is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with LOUNTZIS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LOUNTZIS ASSET MANAGEMENT, LLC
LOUNTZIS ASSET MANAGEMENT, LLC
AUM
$505M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LOUNTZIS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2585248
Firm CRD# 118923
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Apostolos Paul John Lountzis offer?
Apostolos Paul John Lountzis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are Apostolos Paul John Lountzis's credentials?
Apostolos Paul John Lountzis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Apostolos Paul John Lountzis located?
Apostolos Paul John Lountzis is based in WYOMISSING, Pennsylvania, working with LOUNTZIS ASSET MANAGEMENT, LLC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does Apostolos Paul John Lountzis charge for services?
Apostolos Paul John Lountzis'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 LOUNTZIS ASSET MANAGEMENT, LLC?
LOUNTZIS ASSET MANAGEMENT, LLC has approximately 6 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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