The MUNTZ FINANCIAL is a privately held investment adviser that advises $179.16mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MUNTZ FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 172.76% over the last 5-years.
The Group has been registered with the SEC for 1.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 108 N. MAIN STREET SUITE 202, DOYLESTOWN, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees decreased by 40% over the last 5-years.
Their $179.16mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $98.05mn or 54.73% of Total Assets and Individuals own $14.98mn or 8.36% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
MUNTZ FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.