$177.6M Total AUM
$177.2M Disc. AUM
-- 3Y CAGR
3 Employees
99 ADV. Clients
18 yrs Firm Age
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- Custodian
- E*TRADE · Interactive Brokers · Nationwide · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2008
- Office Locations
- 1
Office Locations
108 N. Main Street Suite 202 Doylestown PA
About Muntz Financial, LLC
Muntz Financial, LLC is a Doylestown-based RIA. The firm has been operating for 18 years. Managing $177.6M in total assets under management, with 2 advisory representatives. They custody assets with E*TRADE and Interactive Brokers.
Team overview
-- AVG AGE
$88.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
D
DAVID MICHAEL MUNTZ
Chief Compliance Officer, Owner, President
- CRD
- #3236250
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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C
CHRISTOPHER MICHAEL DOUGHERTY
--
- CRD
- #8241948
Available
Available
Available
K
Kevin Joseph Horgan
--
- CRD
- #7480814
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,155,908 | $714,338 |
| Non-Discretionary | $445,320 | $111,330 |
| Total | $177,601,228 | $704,767 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
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Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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