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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STRZELECKI, ZIGMUND, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MUNTZ, DAVID, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MUNTZ, DAVID, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MUNTZ, DAVID, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MUNTZ, DAVID, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MUNTZ, DAVID, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MUNTZ, DAVID, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MUNTZ, DAVID, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 7, 2025 REGISTERED
Notice Filings (2)
NJ PA
Address
108 N. MAIN STREETSUITE 202
DOYLESTOWN, PA 18901
United States
Phone: 215-262-6909