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Building 2LOUNTZIS ASSET MANAGEMENT, LLC

Map pinWYOMISSING, PA
Phone(610) 375-2585
NotebookSEC #801-80715
Total AUM
$624.1M
Employees
5
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 COMMERCE DRIVE
WYOMISSING
PA 19610
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
(610) 375-2585
Other Offices
5

ReceiptFinancials

Total AUM
$624.1M
Accounts
325
Discretionary
$624.1M
Accounts
325
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$15.9M
HNW Individual Clients
99
AUM
$580.8M
Pooled Vehicle Clients
1
AUM
$10.1M
Pension/Profit Sharing Plan Clients
1
AUM
$14.3M
Charitable Organization Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLILMNNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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