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Financial Advisor
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Wyomissing
LOUNTZIS ASSET MANAGEMENT, LLC

LOUNTZIS ASSET MANAGEMENT, LLC

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

About 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
Firm CRD#:

118923

Firm SEC#:

801-80715

Assets Under Management:

$504,540,755

No. of Clients:

296

No. of Advisors:

6

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

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