Overview
Assets Under Management: $178 million
Headquarters: DOYLESTOWN, PA
High-Net-Worth Clients: 32
Average Client Assets: $3.1 million
Frequently Asked Questions
MUNTZ FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145971), MUNTZ FINANCIAL, LLC is subject to fiduciary duty under federal law.
MUNTZ FINANCIAL, LLC is headquartered in DOYLESTOWN, PA.
MUNTZ FINANCIAL, LLC serves 32 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MUNTZ FINANCIAL, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MUNTZ FINANCIAL, LLC manages $178 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MUNTZ FINANCIAL, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.21%
Average Client Assets: $3.1 million
Total Client Accounts: 252
Discretionary Accounts: 248
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 145971
Filing ID: 2089914
Last Filing Date: 2026-03-31 17:53:58