Lountzis Asset Management, LLC
Lountzis Asset Management, LLC (CRD# 118923) is a financial advisory firm headquartered in Wyomissing, PA. They manage $145,982,943 in 86 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management146MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$1,697,476
- A percentage of assets under your management
- 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
NH, NY, PA
Apostolos Lountzis (CRD# 2585248) is an Investment Advisor Representative working at Lountzis Asset Management, LLC in Wyomissing, PA and has over 22 years of experience in the finance industry.