Lountzis Asset Management, LLC
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
FINTRXOverview
Lountzis Asset Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm identifies itself as a capital allocator that serves both individual/family and institutional clients and bills on a percentage-of-AUM fee basis. Its advisory services span financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus selection of sub-advisers. The firm is active as a sponsor/GP/managing member of pooled vehicles and does not classify itself as an ESG-focused manager.
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 1Active vs passive
$703K in ETFs
100%
$703K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $703K | 1,024 | 100.00% |
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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