Lountzis Asset Management, LLC

RIASEC Registered

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
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, 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.