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LOUNTZIS ASSET MANAGEMENT, LLC
Investment Advice|WYOMISSING, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$548.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 548.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 118923 |
| SEC Number | 801-80715 |
| Street Address | 60 COMMERCE DRIVE |
| Location | WYOMISSING, PA 19610 |
| Country | United States |
| Phone | (610) 375-2585 |
| Fax | (610) 375-3324 |
| Total Employees | 6 |
Client Count by Type (149 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 101 |
| Individuals (other than H… | 47 |
| Pooled Investment Vehicle… | 1 |
County data not available for this organization.