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LOUNTZIS ASSET MANAGEMENT, LLC

Tel: (610) 375-2585
60 Commerce Drive
Wyomissing, Pennsylvania  19610

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LOUNTZIS ASSET MANAGEMENT, LLC

LOUNTZIS ASSET MANAGEMENT, LLC is a Wyomissing, Pennsylvania based financial advisory firm with nearly $504,540,755 in assets under management and provides investment advisory services for 296 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

118923

SEC#:

801-80715

No. of Clients:

296

Assets under Management

$504,540,755

No. of Advisors:

6

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