LOUNTZIS ASSET MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$624,143,653
Discretionary
$624,143,653
Non-discretionary
$0
Firm details
- CRD number
- 118923
- SEC file number
- 801-80715
- Main office
- WYOMISSING, PA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTPS://WWW.LOUNTZIS.COM
- Fee structure
-
Percentage of AUM
As of October 2026.