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, individual-owned RIA that provides fee-based investment management and financial planning to both individuals/families and institutional clients. The firm is SEC registered (registered in 2015) and operates primarily as a capital allocator: it manages portfolios directly, sponsors and serves as general partner or managing member of pooled investment vehicles, and selects third‑party advisers for client mandates. Core advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled vehicles, institutional portfolio management, and the selection of sub‑advisers. Fees are charged as a percentage of assets under management.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$862K in ETFs
100%
$862K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $600K | 856 | 69.61% |
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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