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LOUNTZIS ASSET MANAGEMENT, LLC
LOUNTZIS ASSET MANAGEMENT, LLC
WYOMISSING, Pennsylvania
·
2 registered advisors
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CRD# 118923
SEC# 801-80715
4
(610) 375-2585
01
Firm Overview
AUM
$505M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at LOUNTZIS ASSET MANAGEMENT, LLC
2 registered advisors
Apostolos Paul John Lountzis
WYOMISSING, Pennsylvania
CRD# 2585248
John J (nmn) Lountzis
WYOMISSING, Pennsylvania
CRD# 4924491
05
Office Locations
WYOMISSING, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. LOUNTZIS ASSET MANAGEMENT, LLC (CRD# 118923) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.