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LOUNTZIS ASSET MANAGEMENT, LLC Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

Lountzis Asset Management LLC is a registered investment adviser that builds customized portfolios for high net worth individuals, institutions, and retirement plans. Founded by Paul Lountzis in October 2000, the firm is headquartered in Reading, Pennsylvania, and operates with a small professional team.

The firm pursues long-term after-tax returns while seeking to preserve capital across varying economic and market conditions. It operates within the investment management industry by offering tailored portfolio management services to its specialized client base from its Reading base.

Find LOUNTZIS ASSET MANAGEMENT, LLC employees' phone numbers or email addresses

LOUNTZIS ASSET MANAGEMENT, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

LOUNTZIS ASSET MANAGEMENT, LLC's Leadership

  • Stylized image of a person
    J. L.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. A.
    Vp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. L.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. P. L.
    Lountzis Asset Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Operations Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Client Administrator
    Phone icon
    Mobile Phone

LOUNTZIS ASSET MANAGEMENT, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from LOUNTZIS ASSET MANAGEMENT, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    Partner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 31, 2026
  • Stylized image of a person
    M. A.
    Vp
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Nov 18, 2025
  • Stylized image of a person
    A. L.
    Portfolio Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 07, 2025
  • Stylized image of a person
    Z. P. L.
    Lountzis Asset Management
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 22, 2025
  • Stylized image of a person
    T. W.
    Operations Analyst
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 08, 2026
  • Stylized image of a person
    T. S.
    Client Administrator
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 08, 2026

Frequently Asked Questions

What is LOUNTZIS ASSET MANAGEMENT, LLC known for?

Minus sign iconPlus sign iconLOUNTZIS ASSET MANAGEMENT, LLC was founded in 2000 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-610-375-****
. Explore LOUNTZIS ASSET MANAGEMENT, LLC's company overview page for more information.

What is LOUNTZIS ASSET MANAGEMENT, LLC's most common email format?

Minus sign iconPlus sign iconLOUNTZIS ASSET MANAGEMENT, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LOUNTZIS ASSET MANAGEMENT, LLC email formats with LeadIQ.

How many employees does LOUNTZIS ASSET MANAGEMENT, LLC have currently?

Minus sign iconPlus sign iconLOUNTZIS ASSET MANAGEMENT, LLC has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are LOUNTZIS ASSET MANAGEMENT, LLC's key employees and leadership?

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As of July 2026, LOUNTZIS ASSET MANAGEMENT, LLC's key employees include:

  • Partner: J. L.
  • Vp: M. A.
  • Portfolio Manager: A. L.
  • Lountzis Asset Management: Z. P. L.
  • Operations Analyst: T. W.

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