MUNTZ FINANCIAL, LLC
CRD #145971 SEC #801-131242 DOYLESTOWN, PA 215-262-6909
SEC Registered Private Funds
Total AUM
$153.2M
Discretionary
$153.1M
Employees
3
Clients
0
Accounts
229
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $153.2M | $153.1M | $104K | 3 | 0 |
| Mar 2025 | $153.2M | $153.1M | $104K | 3 | 0 |
| Jan 2025 | $154.8M | $154.4M | $406.8K | 3 | 0 |
| Dec 2024 | $154.8M | $154.4M | $406.8K | 3 | 0 |
| Oct 2024 | $154.8M | $154.4M | $406.8K | 3 | 0 |
| Sep 2024 | $154.8M | $154.4M | $406.8K | 4 | 0 |
DateApr 2025
Total AUM$153.2M
Discretionary$153.1M
Non-Disc.$104K
Employees3
Clients0
DateMar 2025
Total AUM$153.2M
Discretionary$153.1M
Non-Disc.$104K
Employees3
Clients0
DateJan 2025
Total AUM$154.8M
Discretionary$154.4M
Non-Disc.$406.8K
Employees3
Clients0
DateDec 2024
Total AUM$154.8M
Discretionary$154.4M
Non-Disc.$406.8K
Employees3
Clients0
DateOct 2024
Total AUM$154.8M
Discretionary$154.4M
Non-Disc.$406.8K
Employees3
Clients0
DateSep 2024
Total AUM$154.8M
Discretionary$154.4M
Non-Disc.$406.8K
Employees4
Clients0