SEC CRD #801-80715
Lountzis Asset Management, LLC is a multi-family office offering fully-customized portfolios, a unified view of assets, and a holistic approach to preserving and growing generational wealth.
PAUL LOUNTZIS
MANAGING MEMBER & CCO
๐ (610) 375-2585
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AUM
$624M
Location
WYOMISSING, PA
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