Lountzis Asset Management, LLC

Lountzis Asset Management, LLC (CRD# 118923) is a financial advisory firm headquartered in Wyomissing, PA. They manage $117,853,985 in 144 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $818,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, NJ, NY, PA

Financial Advisors at Lountzis Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Apostolos J. Lountzis
CRD#: 2585248
60 Commerce Drive, Wyomissing, PA 19610
93
Wealthminder
score

Apostolos Lountzis (CRD# 2585248) is an Investment Advisor Representative working at Lountzis Asset Management, LLC in Wyomissing, PA and has over 21 years of experience in the finance industry.

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