Lountzis Asset Management, LLC is a registered investment adviser founded by Paul Lountzis in October 2000 to manage customized portfolios serving high net worth individuals, institutions and retirement plans. Our investment objective is to maximize the long term after tax returns for our clients in various economic and market conditions while emphasizing the preservation of capital.
View Top Employees from LOUNTZIS ASSET MANAGEMENT, LLC| Website | http://www.lountzis.com/ |
| Revenue | $400000 |
| Employees | 6 (3 on RocketReach) |
| Founded | 2000 |
| Address | 60 Commerce Dr, Reading, Pennsylvania 19610, US |
| Phone | (610) 375-2585 |
| Fax | (610) 375-3324 |
| Technologies |
JavaScript,
HTML,
PHP
+8 more
(view full list)
|
| Industry | Investment Management, Business Services General, Business Services |
| Competitors | DaceyHolden Management, Dimensions Wealth Management, Gunder Wealth Management |
| SIC | SIC Code 736 Companies, SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies |
Looking for a particular LOUNTZIS ASSET MANAGEMENT, LLC employee's phone or email?
LOUNTZIS ASSET MANAGEMENT, LLC Questions
The LOUNTZIS ASSET MANAGEMENT, LLC annual revenue was $400000 in 2024.
3 people are employed at LOUNTZIS ASSET MANAGEMENT, LLC.
LOUNTZIS ASSET MANAGEMENT, LLC is based in Reading, Pennsylvania.
The NAICS codes for LOUNTZIS ASSET MANAGEMENT, LLC are [561, 56, 5611, 56111, 561110].
The SIC codes for LOUNTZIS ASSET MANAGEMENT, LLC are [736, 73, 874, 87].
Top LOUNTZIS ASSET MANAGEMENT, LLC Employees
-
21
-
33
-
1
Related Companies
