Muntz Financial, LLC

Muntz Financial, LLC (CRD# 145971) is a financial advisory firm headquartered in Doylestown, PA. They manage $99,201,696 in 238 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
108 N. Main Street, Suite 202, Doylestown, PA 18901
http://www.muntzfinancial.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $416,814
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Muntz Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Muntz, financial advisor Doylestown PA
David M. Muntz
CRD#: 3236250
108 N. Main Street, Suite 202, Doylestown, PA 18901

David Muntz (CRD# 3236250) is an Investment Advisor Representative working at Muntz Financial, LLC in Doylestown, PA and has over 24 years of experience in the finance industry.

2
Zigmund Strzelecki, financial advisor Doylestown PA
Zigmund C. Strzelecki
CRD#: 5670285
108 N. Main Street, Suite 202, Doylestown, PA 18901

Zigmund Strzelecki (CRD# 5670285) is an Investment Advisor Representative working at Muntz Financial, LLC in Doylestown, PA and has over 13 years of experience in the finance industry.

3
Kevin Horgan, financial advisor Doylestown PA
Kevin J. Horgan
CRD#: 7480814
108 N. Main Street, Suite 202, Doylestown, PA 18901

Kevin Horgan (CRD# 7480814) is an Investment Advisor Representative working at Muntz Financial, LLC in Doylestown, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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