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MUNTZ FINANCIAL, LLC
MUNTZ FINANCIAL, LLC
DOYLESTOWN, Pennsylvania
·
2 registered advisors
·
CRD# 145971
SEC# 801-131242
0
215-262-6909
01
Firm Overview
AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at MUNTZ FINANCIAL, LLC
2 registered advisors
David Michael Muntz
DOYLESTOWN, Pennsylvania
CRD# 3236250
Zigmund Christian Strzelecki
DOYLESTOWN, Pennsylvania
CRD# 5670285
05
Office Locations
DOYLESTOWN, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. MUNTZ FINANCIAL, LLC (CRD# 145971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.