Muntz Financial, LLC

Muntz Financial, LLC (CRD# 145971) is a financial advisory firm headquartered in Ambler, PA. They manage $69,300,000 in 355 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $195,211
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

NJ, PA

Financial Advisors at Muntz Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Zigmund C. Strzelecki
CRD#: 5670285
25 Skippack Pike, Ste 204, Ambler, PA 19002
93
Wealthminder
score

Zigmund Strzelecki (CRD# 5670285) is an Investment Advisor Representative working at Muntz Financial, LLC in Ambler, PA and has over 6 years of experience in the finance industry.

2
Peter J. Strzelecki
CRD#: 5952886
25 Skippack Pike, Ste 204, Ambler, PA 19002
89
Wealthminder
score

Peter Strzelecki (CRD# 5952886) is an Investment Advisor Representative working at Muntz Financial, LLC in Ambler, PA and has over 4 years of experience in the finance industry.

3
Julia F. Emery
CRD#: 6266941
25 Skippack Pike, Ste 204, Ambler, PA 19002
87
Wealthminder
score

Julia Emery (CRD# 6266941) is an Investment Advisor Representative working at Muntz Financial, LLC in Ambler, PA and has 1 year of experience in the finance industry.

4
David M. Muntz
CRD#: 3236250
25 Skippack Pike, Ste 204, Ambler, PA 19002
63
Wealthminder
score

David Muntz (CRD# 3236250) is an Investment Advisor Representative working at Muntz Financial, LLC in Ambler, PA and has over 18 years of experience in the finance industry.

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