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MUNTZ FINANCIAL, LLC
CRD 145971 · SEC 801-131242
108 N. MAIN STREET, SUITE 202, DOYLESTOWN, PA, 18901, United States
Phone
215-262-6909
Fax
610-500-5683
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.6M
Discretionary AUM
$177.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingINVESTMENT ADVISORY SERVICES TO DEFINED CONTRIBUTION PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $15.0M |
| High net worth individuals | 32 | $98.1M |
| Pooled investment vehicles | 1 | $267K |
| Corporations/business entities | 5 | $9.1M |
States served
NJ, PA
All web addresses on file
Official SEC filing: View on IAPD