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Detailed Report
APOSTOLOS PAUL JOHN LOUNTZIS
APOSTOLOS JOHN LOUNTZIS, PAUL LOUNTZIS
CRD#: 2585248
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Investment Adviser
LOUNTZIS ASSET MANAGEMENT, LLCCRD#: 118923 60 COMMERCE DRIVE
WYOMISSING, PA 19610
Registration History
2002200420062008201020122014201620182020202220242026IALOUNTZIS ASSET MANAGEMENT, LLC (CRD# 118923)2001 - Present (24 years)
License(s)

State Registrations

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Florida 3/21/2024
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Pennsylvania 2/8/2001
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New York 3/22/2024
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Texas 2/18/2020
Current Registration(s)
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LOUNTZIS ASSET MANAGEMENT, LLC (CRD#:118923)
60 COMMERCE DRIVE, WYOMISSING, PA 19610
260 Madison Avenue 8th Floor, New York, NY 10016
Registered with this firm since 2/8/2001
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.