MUNTZ FINANCIAL, LLC - Financial Advisor in Pennsylvania, Doylestown

Tel: 215-262-6909 108 N. Main Street Suite 202 Doylestown, Pennsylvania 18901

About MUNTZ FINANCIAL, LLC

MUNTZ FINANCIAL, LLC is a Doylestown, Pennsylvania based financial advisory firm with nearly $154,757,246 in assets under management and provides investment advisory services for 238 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

145971

Firm SEC#:

801-131242

Assets Under Management:

$154,757,246

No. of Clients:

238

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (INVESTMENT ADVISORY SERVICES TO DEFINED CONTRIBUTION PLANS)

Fee Structure:

A percentage of AUM

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