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LOUNTZIS ASSET MANAGEMENT, LLC
CRD 118923 · SEC 801-80715
60 COMMERCE DRIVE, WYOMISSING, PA, 19610, United States
Phone
(610) 375-2585
Fax
(610) 375-3324
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$624.1M
Discretionary AUM
$624.1M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $15.9M |
| High net worth individuals | 99 | $580.8M |
| Pooled investment vehicles | 1 | $10.1M |
States served
IL, MN, NJ, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD