Adviser Profile
| As of Date | 10/06/2024 |
| Registration status | Registration Changed to MUNTZ FINANCIAL, LLC |
| ADV Location | DOYLESTOWN, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 154,757,246 56% |
| of that, discretionary | 154,350,430 63% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 650,241 56% |
| % High Net Worth | 32.77% -3% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- 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
1
1
1
1