Lountzis Asset Management, LLC
Lountzis Asset Management, LLC (CRD# 118923) is a financial advisory firm headquartered in Wyomissing, PA. They manage $504,540,755 in 296 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management505MILLION
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Total Number of Accounts296ACCOUNTS
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Average Account Value$1,704,530
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, MN, NH, NJ, NY, PA, TX
Apostolos Paul Lountzis (CRD# 2585248) is an Investment Advisor Representative working at Lountzis Asset Management, LLC in Wyomissing, PA and has over 28 years of experience in the finance industry.
Zachary Lountzis (CRD# 5859737) is an Investment Advisor Representative working at Lountzis Asset Management, LLC in Wyomissing, PA and has over 13 years of experience in the finance industry.
Timothy Whitmoyer (CRD# 6973986) is an Investment Advisor Representative working at Lountzis Asset Management, LLC in Wyomissing, PA and has over 2 years of experience in the finance industry.