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Building 2LOUNTZIS ASSET MANAGEMENT, LLC

Map pinWYOMISSING, PA
Phone(610) 375-2585
NotebookSEC #801-61197
Total AUM
$68.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 COMMERCE DRIVE
WYOMISSING
PA 19606
United States
Operating Hours
9:00 AM-4:30 PM
Monday - Friday
Phone
(610) 375-2585

ReceiptFinancials

Total AUM
$68.9M
Accounts
109
Discretionary
$68.9M
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INSTITUTIONAL CONSULTING
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNJNYPA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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