LOUNTZIS ASSET MANAGEMENT, LLC

60 Commerce Drive
Wyomissing, Pennsylvania 19610
Tel: (610) 375-2585

About LOUNTZIS ASSET MANAGEMENT, LLC

LOUNTZIS ASSET MANAGEMENT, LLC, formally registered with the SEC as LOUNTZIS ASSET MANAGEMENT, LLC. The firm was established in 01/02/2015. They have over 5 offices throughout the country.

LOUNTZIS ASSET MANAGEMENT, LLC is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $504,540,755 assets under management, offering retirement planning & investment advisory services to 296 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118923
SEC#	801-80715
Assets Managed by Firm	$504,540,755
No. of Clients	296
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	296	$504,540,755
Individuals (other than high net worth individuals)	52	$11,233,680
High net worth individuals	98	$470,111,272
Pension and profit sharing plans	Fewer than 5 clients	$11,361,024
Charitable organizations	Fewer than 5 clients	$2,164,349

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FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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