LOUNTZIS ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2015

Total AUM

$624M

Discretionary

$624M

100% of AUM

Avg account

$1.9M

Accounts

325

Employees

Advisory reps

Firm details

Headquarters: WYOMISSING, Pennsylvania
CRD number: 118923
Registered since: January 2, 2015
Website: lountzis.com
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

FINTRX

Overview

Lountzis Asset Management, LLC is an independent, SEC-registered RIA that has operated since 2015 as a limited liability company with individual ownership. The firm acts as a capital allocator for both individuals/families and institutional clients, charging fees as a percentage of assets under management. Its advisory services span financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, and manager selection. The firm is not an active ESG investor and does not describe itself as a multi-state adviser beyond its registration status. The firm also serves in sponsor and general partner roles for pooled investment vehicles, indicating it both allocates to outside managers and sponsors proprietary or co-sponsored funds.