Lountzis Asset Management, LLC
Firm details
- Headquarters
- Wyomissing, Pennsylvania
- CRD number
- 118923
- Registered since
- January 2, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.06%
- Individuals2.55%
- Pension & Profit Sharing Plans2.3%
- Pooled Investment Vehicles1.62%
- Charitable Organizations0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lountzis Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm operates as a capital allocator for a mix of individual, family and institutional clients and charges fees based on a percentage of assets under management. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients, as well as the selection of third-party managers. The firm also acts as sponsor, general partner and managing member for pooled vehicles it organizes. Lountzis does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Non-Exchange Traded Equities43%
- Cash & Cash Equivalents6%
- Private Funds2%
- Other1%
Contacts
3 of 3
Apostolos Paul Lountzis
PrincipalCRD 2585248
Zachary Lountzis
Vice PresidentCRD 5859737
Timothy Whitmoyer
Client Relationship AssociateCRD 6973986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.4M in ETFs
100%
$1.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $703K | 1,024 | 50.00% |
Location
Wyomissing, PA
Berks
Location
Wyomissing, PA
Headquartered in Wyomissing, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Berks
- Address
- 60 Commerce Dr
- Time zone
- ET (UTC-5)
- Office locations
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