Active
MUNTZ FINANCIAL, LLC
Investment Advice|DOYLESTOWN, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$153.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 153.1M |
| Non-Discretionary | 104K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 145971 |
| SEC Number | 801-131242 |
| Street Address | 108 N. MAIN STREET |
| Street Address 2 | SUITE 202 |
| Location | DOYLESTOWN, PA 18901 |
| Country | United States |
| Phone | 215-262-6909 |
| Fax | 610-500-5683 |
| Total Employees | 3 |
| Business Types | insurance_broker, accountant |
Client Count by Type (123 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 53 |
| High Net Worth Individual… | 38 |
| Pension/Profit Sharing Pl… | 23 |
| Corporations/Businesses | 8 |
| Pooled Investment Vehicle… | 1 |
Community Partners
AMERICA HOSE HOOK & LADDER CO
BOROUGH OF BRISTOL
BOROUGH OF CHALFONT
BOROUGH OF DOYLESTOWN
BOROUGH OF DUBLIN
BOROUGH OF HULMEVILLE
BOROUGH OF IVYLAND
BOROUGH OF LANGHORNE
BOROUGH OF LANGHORNE MANOR
BOROUGH OF MORRISVILLE
BOROUGH OF NEW BRITAIN
BOROUGH OF NEW HOPE
BOROUGH OF NEWTOWN
BOROUGH OF NORTHAMPTON
BOROUGH OF PENNDEL
BOROUGH OF PERKASIE
BOROUGH OF QUAKERTOWN
BOROUGH OF RICHLANDTOWN
BOROUGH OF RIEGELSVILLE
BOROUGH OF SELLERSVILLE
AMERICA HOSE HOOK & LADDER CO
BOROUGH OF BRISTOL
BOROUGH OF CHALFONT
BOROUGH OF DOYLESTOWN
BOROUGH OF DUBLIN
BOROUGH OF HULMEVILLE
BOROUGH OF IVYLAND
BOROUGH OF LANGHORNE
BOROUGH OF LANGHORNE MANOR
BOROUGH OF MORRISVILLE
BOROUGH OF NEW BRITAIN
BOROUGH OF NEW HOPE
BOROUGH OF NEWTOWN
BOROUGH OF NORTHAMPTON
BOROUGH OF PENNDEL
BOROUGH OF PERKASIE
BOROUGH OF QUAKERTOWN
BOROUGH OF RICHLANDTOWN
BOROUGH OF RIEGELSVILLE
BOROUGH OF SELLERSVILLE
AMERICA HOSE HOOK & LADDER CO
BOROUGH OF BRISTOL
BOROUGH OF CHALFONT
BOROUGH OF DOYLESTOWN
BOROUGH OF DUBLIN
BOROUGH OF HULMEVILLE
BOROUGH OF IVYLAND
BOROUGH OF LANGHORNE
BOROUGH OF LANGHORNE MANOR
BOROUGH OF MORRISVILLE
BOROUGH OF NEW BRITAIN
BOROUGH OF NEW HOPE
BOROUGH OF NEWTOWN
BOROUGH OF NORTHAMPTON
BOROUGH OF PENNDEL
BOROUGH OF PERKASIE
BOROUGH OF QUAKERTOWN
BOROUGH OF RICHLANDTOWN
BOROUGH OF RIEGELSVILLE
BOROUGH OF SELLERSVILLE
Municipal Government
62 Active
62
Organizations
BEDMINSTER MUNICIPAL (WATER AND SEWER) AUTHORITY
BRISTOL BOROUGH RECREATION AUTHORITY
BRISTOL BOROUGH SEWER AUTHORITY
BRISTOL FIRE CO
BRISTOL TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
BUCKS COUNTY AIRPORT AUTHORITY
BUCKS COUNTY COMMUNITY COLLEGE AUTHORITY
BUCKS COUNTY CONSERVATION DISTRICT
BUCKS COUNTY HOUSING AUTHORITY
BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
BUCKS COUNTY TECHNICAL SCHOOL AUTHORITY
BUCKS COUNTY WATER AND SEWER AUTHORITY
CHALFONT-NEW BRITAIN TOWNSHIP JOINT SEWAGE AUTHORITY
DELAWARE RIVER JOINT TOLL BRIDGE COMMISSION
DELAWARE RIVER JOINT TOLL BRIDGE COMMISSION OF PA AND NJ
DOYLESTOWN HOSPITAL AUTHORITY
DOYLESTOWN TOWNSHIP MUNICIPAL (WATER) AUTHORITY
DUBLIN VOLUNTEER FIRE CO
FALLS TOWNSHIP (WATER AND SEWER) AUTHORITY
FIRST REGIONAL COMPOST AUTH
BEDMINSTER MUNICIPAL (WATER AND SEWER) AUTHORITY
BRISTOL BOROUGH RECREATION AUTHORITY
BRISTOL BOROUGH SEWER AUTHORITY
BRISTOL FIRE CO
BRISTOL TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
BUCKS COUNTY AIRPORT AUTHORITY
BUCKS COUNTY COMMUNITY COLLEGE AUTHORITY
BUCKS COUNTY CONSERVATION DISTRICT
BUCKS COUNTY HOUSING AUTHORITY
BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
BUCKS COUNTY TECHNICAL SCHOOL AUTHORITY
BUCKS COUNTY WATER AND SEWER AUTHORITY
CHALFONT-NEW BRITAIN TOWNSHIP JOINT SEWAGE AUTHORITY
DELAWARE RIVER JOINT TOLL BRIDGE COMMISSION
DELAWARE RIVER JOINT TOLL BRIDGE COMMISSION OF PA AND NJ
DOYLESTOWN HOSPITAL AUTHORITY
DOYLESTOWN TOWNSHIP MUNICIPAL (WATER) AUTHORITY
DUBLIN VOLUNTEER FIRE CO
FALLS TOWNSHIP (WATER AND SEWER) AUTHORITY
FIRST REGIONAL COMPOST AUTH
BEDMINSTER MUNICIPAL (WATER AND SEWER) AUTHORITY
BRISTOL BOROUGH RECREATION AUTHORITY
BRISTOL BOROUGH SEWER AUTHORITY
BRISTOL FIRE CO
BRISTOL TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
BUCKS COUNTY AIRPORT AUTHORITY
BUCKS COUNTY COMMUNITY COLLEGE AUTHORITY
BUCKS COUNTY CONSERVATION DISTRICT
BUCKS COUNTY HOUSING AUTHORITY
BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
BUCKS COUNTY TECHNICAL SCHOOL AUTHORITY
BUCKS COUNTY WATER AND SEWER AUTHORITY
CHALFONT-NEW BRITAIN TOWNSHIP JOINT SEWAGE AUTHORITY
DELAWARE RIVER JOINT TOLL BRIDGE COMMISSION
DELAWARE RIVER JOINT TOLL BRIDGE COMMISSION OF PA AND NJ
DOYLESTOWN HOSPITAL AUTHORITY
DOYLESTOWN TOWNSHIP MUNICIPAL (WATER) AUTHORITY
DUBLIN VOLUNTEER FIRE CO
FALLS TOWNSHIP (WATER AND SEWER) AUTHORITY
FIRST REGIONAL COMPOST AUTH
Special District
57 Active
57
Organizations
BENSALEM TWP SCH DIST
BRISTOL BORO SCH DIST
BRISTOL TWP SCH DIST
BUCKS CO COMM COLLEGE
CENTENNIAL SCHOOL DISTRICT
CENTRAL BUCKS SCH DIST
COUNCIL ROCK SCHOOL DIST
CTR STUDENT LEARNIN PENNSB
MIDDLE BUCKS INSTITUTE OF TECHNOLOGY
MORRISVILLE BORO SCH DIST
NESHAMINY SCH DIST
NEW HOPE SOLEBURY SCH DIST
PALISADES SCH DISTRICT
PENNRIDGE SCHOOL DIST
PENNSBURY SCHOOL DIST
QUAKERTOWN COMMUNITY SCH DIST
UPPER BUCKS COUNTY TECHNICAL SCHOOL
BENSALEM TWP SCH DIST
BRISTOL BORO SCH DIST
BRISTOL TWP SCH DIST
BUCKS CO COMM COLLEGE
CENTENNIAL SCHOOL DISTRICT
CENTRAL BUCKS SCH DIST
COUNCIL ROCK SCHOOL DIST
CTR STUDENT LEARNIN PENNSB
MIDDLE BUCKS INSTITUTE OF TECHNOLOGY
MORRISVILLE BORO SCH DIST
NESHAMINY SCH DIST
NEW HOPE SOLEBURY SCH DIST
PALISADES SCH DISTRICT
PENNRIDGE SCHOOL DIST
PENNSBURY SCHOOL DIST
QUAKERTOWN COMMUNITY SCH DIST
UPPER BUCKS COUNTY TECHNICAL SCHOOL
BENSALEM TWP SCH DIST
BRISTOL BORO SCH DIST
BRISTOL TWP SCH DIST
BUCKS CO COMM COLLEGE
CENTENNIAL SCHOOL DISTRICT
CENTRAL BUCKS SCH DIST
COUNCIL ROCK SCHOOL DIST
CTR STUDENT LEARNIN PENNSB
MIDDLE BUCKS INSTITUTE OF TECHNOLOGY
MORRISVILLE BORO SCH DIST
NESHAMINY SCH DIST
NEW HOPE SOLEBURY SCH DIST
PALISADES SCH DISTRICT
PENNRIDGE SCHOOL DIST
PENNSBURY SCHOOL DIST
QUAKERTOWN COMMUNITY SCH DIST
UPPER BUCKS COUNTY TECHNICAL SCHOOL
School District
17 Active
17
Organizations
100 ACRE WOOD FOUNDATION
11TH HEAVEN COLLECTIVE
1200 FOR LIFE INC
215 LACROSSE INC
254 BUCKS COUNTY CHAPTER OF TROUT UNLIMITED
3B MEDICAL RESEARCH AND EDUCATION FOUNDATION INC
3C OF CONNECTING FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 The MINDS Mental Illness
4TH LEGIONARY CORPS INC
4th Pennsylvania Battalion
4 U DREW FOUNDATION
535 LEFAIR CHAPTER
69TH PENNSYLVANIA VOLUNTEER INFANTRY INC
6TH MAN PROJECT
7645750 BERKADIA TOASTMASTERS
911 AMBULANCE ASSISTANCE FOUNDATION
9-11 MEMORIAL GARDEN OF REFLECTION
AARK WILDLIFE REHABILITATION AND EDUCATI
ABANA INTERNATIONAL ORGANIZATION INC
100 ACRE WOOD FOUNDATION
11TH HEAVEN COLLECTIVE
1200 FOR LIFE INC
215 LACROSSE INC
254 BUCKS COUNTY CHAPTER OF TROUT UNLIMITED
3B MEDICAL RESEARCH AND EDUCATION FOUNDATION INC
3C OF CONNECTING FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 The MINDS Mental Illness
4TH LEGIONARY CORPS INC
4th Pennsylvania Battalion
4 U DREW FOUNDATION
535 LEFAIR CHAPTER
69TH PENNSYLVANIA VOLUNTEER INFANTRY INC
6TH MAN PROJECT
7645750 BERKADIA TOASTMASTERS
911 AMBULANCE ASSISTANCE FOUNDATION
9-11 MEMORIAL GARDEN OF REFLECTION
AARK WILDLIFE REHABILITATION AND EDUCATI
ABANA INTERNATIONAL ORGANIZATION INC
100 ACRE WOOD FOUNDATION
11TH HEAVEN COLLECTIVE
1200 FOR LIFE INC
215 LACROSSE INC
254 BUCKS COUNTY CHAPTER OF TROUT UNLIMITED
3B MEDICAL RESEARCH AND EDUCATION FOUNDATION INC
3C OF CONNECTING FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 The MINDS Mental Illness
4TH LEGIONARY CORPS INC
4th Pennsylvania Battalion
4 U DREW FOUNDATION
535 LEFAIR CHAPTER
69TH PENNSYLVANIA VOLUNTEER INFANTRY INC
6TH MAN PROJECT
7645750 BERKADIA TOASTMASTERS
911 AMBULANCE ASSISTANCE FOUNDATION
9-11 MEMORIAL GARDEN OF REFLECTION
AARK WILDLIFE REHABILITATION AND EDUCATI
ABANA INTERNATIONAL ORGANIZATION INC
Nonprofit Organization
3163 Active
3163
Organizations
Community Partners167 organizations
AMERICA HOSE HOOK & LADDER CO
Municipal Government·BRISTOL
BOROUGH OF HULMEVILLE
Municipal Government·HULMEVILLE
BOROUGH OF MORRISVILLE
Municipal Government·MORRISVILLE
BOROUGH OF PERKASIE
Municipal Government·PERKASIE
BOROUGH OF RIEGELSVILLE
Municipal Government·RIEGELSVILLE
BOROUGH OF SELLERSVILLE
Municipal Government·SELLERSVILLE
BOROUGH OF TULLYTOWN
Municipal Government·TULLYTOWN
BOROUGH OF YARDLEY
Municipal Government·YARDLEY
CENTRAL BUCKS REGIONAL POLICE DEPARTMENT
Municipal Government·DOYLESTOWN
EAST ROCKHILL TOWNSHIP GOVERNMENT BUILDING
Municipal Government·PERKASIE
LOWER BUCKS CTY JT MUNICIPAL AUTHRY OFC
Municipal Government·LEVITTOWN
NEWTOWN TOWNSHIP BUCKS COUNTY
Municipal Government·NEWTOWN
NORTHAMPTON TOWNSHIP
Municipal Government·RICHBORO
PLUMSTEADVILLE VOLUNTEER FIRE COMPANY
Municipal Government·PLUMSTEADVILLE
TOWNSHIP OF BRIDGETON
Municipal Government·UPPER BLACK EDDY
TOWNSHIP OF DURHAM
Municipal Government·RIEGELSVILLE
BRISTOL BOROUGH RECREATION AUTHORITY
Special District·BRISTOL
BRISTOL BOROUGH SEWER AUTHORITY
Special District·BRISTOL
BRISTOL FIRE CO
Special District·BRISTOL
BRISTOL TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·NEWTOWN
BUCKS COUNTY COMMUNITY COLLEGE AUTHORITY
Special District·PERKASIE
BUCKS COUNTY CONSERVATION DISTRICT
Special District·DOYLESTOWN
BUCKS COUNTY HOUSING AUTHORITY
Special District·DOYLESTOWN
BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·DOYLESTOWN
CHALFONT-NEW BRITAIN TOWNSHIP JOINT SEWAGE AUTHORITY
Special District·DOYLESTOWN
DELAWARE RIVER JOINT TOLL BRIDGE COMMISSION
Special District·MORRISVILLE
DOYLESTOWN HOSPITAL AUTHORITY
Special District·DOYLESTOWN
DUBLIN VOLUNTEER FIRE CO
Special District·DUBLIN
FIRST REGIONAL COMPOST AUTH
Special District·NORTHAMPTON
HILLTOWN TOWNSHIP WATER AND SEWER AUTHORITY
Special District·SELLERSVILLE
HULMEVILLE MUNICIPAL (WATER AND SEWER) AUTHORITY
Special District·HULMEVILLE
LEVITTOWN FIRE CO NO 1, FALLS TOWNSHIP, PA
Special District·LEVITTOWN
LOWER MAKEFIELD TOWNSHIP MUNICIPAL SEWER AUTHORITY
Special District·YARDLEY
MILFORD TOWNSHIP WATER AUTHORITY
Special District·SPINNERSTOWN
MILFORD-TRUMBAUERSVILLE AREA SEWER AUTHORITY
Special District·SPINNERSTOWN
MORRISVILLE BOROUGH MUNICIPAL (WATER AND SEWER) AUTHORITY
Special District·MORRISVILLE
MUNICIPAL AUTHORITY OF TOWNSHIP OF UPPER
Special District·SOUTHAMPTON
NOCKAMIXON-BUCKS INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
Special District·QUAKERTOWN
NORTHAMPTON BUCKS COUNTY MUNICIPAL AUTHORITY
Special District·RICHBORO
PENNRIDGE WASTEWATER TREATMENT AUTHORITY
Special District·SELLERSVILLE
QUAKERTOWN AREA INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTH
Special District·QUAKERTOWN
QUAKERTOWN GENERAL AUTHORITY
Special District·QUAKERTOWN
REDEVELOPMENT AUTHORITY OF THE COUNTY OF BUCKS
Special District·BRISTOL
RICHLAND TOWNSHIP WATER AUTHORITY
Special District·QUAKERTOWN
SAINT MARY HOSPITAL AUTHORITY
Special District·MORRISVILLE
SPRINGTOWN WATER AUTHORITY
Special District·QUAKERTOWN
THE MUNICIPAL AUTHORITY OF THE BOROUGH OF MORRISVILLE
Special District·MORRISVILLE
THE TOWNSHIP OF FALLS AUTHORITY
Special District·FAIRLESS HILLS
THE UPPER BUCKS AUTHORITY
Special District·DOYLESTOWN
THIRD DISTRICT VOLUNTEER FIRE CO NO 1
Special District·BRISTOL
CTR STUDENT LEARNIN PENNSB
School District·LEVITTOWN
MIDDLE BUCKS INSTITUTE OF TECHNOLOGY
School District·JAMISON
UPPER BUCKS COUNTY TECHNICAL SCHOOL
School District·PERKASIE
100 ACRE WOOD FOUNDATION
Nonprofit Organization·QUAKERTOWN
11TH HEAVEN COLLECTIVE
Nonprofit Organization·BRISTOL
1200 FOR LIFE INC
Nonprofit Organization·WARMINSTER
215 LACROSSE INC
Nonprofit Organization·Langhorne
254 BUCKS COUNTY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BUCKINGHAM
3B MEDICAL RESEARCH AND EDUCATION FOUNDATION INC
Nonprofit Organization·Langhorne
3C OF CONNECTING FOUNDATION
Nonprofit Organization·levittown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Doylestown
4 The MINDS Mental Illness
Nonprofit Organization·Hilltown
4TH LEGIONARY CORPS INC
Nonprofit Organization·LEVITTOWN
4th Pennsylvania Battalion
Nonprofit Organization·Langhorne
4 U DREW FOUNDATION
Nonprofit Organization·DOYLESTOWN
535 LEFAIR CHAPTER
Nonprofit Organization·Fairless Hills
69TH PENNSYLVANIA VOLUNTEER INFANTRY INC
Nonprofit Organization·Warminster
6TH MAN PROJECT
Nonprofit Organization·Richboro
7645750 BERKADIA TOASTMASTERS
Nonprofit Organization·Newtown
911 AMBULANCE ASSISTANCE FOUNDATION
Nonprofit Organization·Doylestown
9-11 MEMORIAL GARDEN OF REFLECTION
Nonprofit Organization·YARDLEY
AARK WILDLIFE REHABILITATION AND EDUCATI
Nonprofit Organization·CHALFONT
ABANA INTERNATIONAL ORGANIZATION INC
Nonprofit Organization·Fairless Hills
ABA TASK FORCE
Nonprofit Organization·Fairless Hills
ABBYS LIGHT MEMORIAL FOUNDATION
Nonprofit Organization·Chalfont
A BETTER LIFE
Nonprofit Organization·Chalfont
ABINGTON CAFETERIA ESP
Nonprofit Organization·Warminster
ABINGTON LINES MODEL RAILROAD CLUB INCOPRPORATED
Nonprofit Organization·Richboro
ABLE FORCE EMPLOYMENT INC
Nonprofit Organization·DOYLESTOWN
ABRAHAM LINCOLN HIGH SCHOOL ALUMNI ASSOCIATION
Nonprofit Organization·Southampton
ABRAHAM PATH INITIATIVE INC
Nonprofit Organization·Newtown
ABRAMS HEBREW ACADEMY
Nonprofit Organization·YARDLEY
ACADEMIC OVERSIGHT COMMITTEE
Nonprofit Organization·BRISTOL
ACCESS CREDIT UNION
Nonprofit Organization·Bristol
ACT BUCKS COUNTY
Nonprofit Organization·Newtown
Acting Naturally
Nonprofit Organization·Langhorne
ACTION ARTS THEATER COMPANY
Nonprofit Organization·Doylestown
ACTION FOR YOUTH LITERACY AND AWARENESS FOUNDATION
Nonprofit Organization·Yardley
ACTORS NET INC
Nonprofit Organization·MORRISVILLE
Acts of Grace Ministries
Nonprofit Organization·Bensalem
A DAY OF MEALS
Nonprofit Organization·Jamison
ADDISVILLE LEGACY FOUNDATION
Nonprofit Organization·Richboro
A DESIGN FOR LIVING FOUNDATION
Nonprofit Organization·MORRISVILLE
ADHD AWARE
Nonprofit Organization·Doylestown
ADONAI TABERNACLE INTERNATIONAL
Nonprofit Organization·Morrisville
ADOPT A CAT INC
Nonprofit Organization·Langhorne
ADVENTURES IN LEARNING HOMESCHOOLERS INC
Nonprofit Organization·NORTHAMPTON
ADVOCATES FOR HOMELESS AND
Nonprofit Organization·FAIRLESS HILLS
ADVOCATES FOR INCLUSIVE EDUCATION
Nonprofit Organization·Doylestown
ADVOCATES FOR THE HOMELESS OF UPPER
Nonprofit Organization·QUAKERTOWN
AEEE INCORPERATED
Nonprofit Organization·Newtown
AFGHAN FORCES ASSISTANCE FUND
Nonprofit Organization·Warminster
AFIRE INC
Nonprofit Organization·RICHLANDTOWN