MUNTZ FINANCIAL, LLC
  • MUNTZ FINANCIAL, LLC
  • JKL RETIREMENT
  • MUNTZ FINANCIAL

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/03/2024
Other registrations (4)
Former registrations

MUNTZ FINANCIAL, LLC

ADV Location DOYLESTOWN, PA, United States
Contact Info 215 xxxxxxx
Websites
AUM* 177,601,228 15%
of that, discretionary 177,155,908 15%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 1,822,577
Avg Account Size 704,767 8%
% High Net Worth 30.77% -6%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

177M 152M 127M 101M 76M 51M 25M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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