MUNTZ FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$177,601,228
Discretionary
$177,155,908
Non-discretionary
$445,320
Firm details
- CRD number
- 145971
- SEC file number
- 801-131242
- Main office
- DOYLESTOWN, PA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.MUNTZFINANCIAL.COM
- Fee structure
-
Percentage of AUM
As of November 2026.