LOUNTZIS ASSET MANAGEMENT, LLC of WYOMISSING, PA is an SEC-registered investment adviser (CRD 118923). Regulatory assets under management: $624.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Apostolos Paul John Lountzis | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | — |
| LOUNTZIS APOSTOLOS JOHN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | — |
| LOUNTZIS JOHN J NMN | CHIEF COMPLIANCE OFFICER; MEMBER | — |