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Apostolos Paul John Lountzis

LOUNTZIS ASSET MANAGEMENT, LLC·WYOMISSING, Pennsylvania
Series 7, Series 63, Series 65Clean record25 years registeredLOUNTZIS ASSET MANAGEMENT, LLC
60 COMMERCE DRIVE, WYOMISSING, PA 19610CRD# 2585248Firm CRD# 118923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Apostolos Paul John Lountzis · WYOMISSING, PA
Registration
CRD #2585248 · LOUNTZIS ASSET MANAGEMENT, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

LOUNTZIS ASSET MANAGEMENT, LLC
Feb 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 8, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LOUNTZIS ASSET MANAGEMENT, LLC
CRD 118923 · SEC 801-80715
AUM
$505M
Regulatory assets under management
Employees
6
296 client accounts
Services offered by LOUNTZIS ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at LOUNTZIS ASSET MANAGEMENT, LLC →
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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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