Muntz Financial, LLC
● SEC registered since 2024CRD 145971SEC# 801-131242Doylestown, PA
Ranks #5,257 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$177.6M
Fund GAV
$1.8M
Private funds
1
Employees
3
Accounts
252
Location
Doylestown, PA
Muntz Financial, LLC assets under management
Muntz Financial, LLC is a registered investment adviser overseen by the SEC based in Doylestown, PA. The firm has been registered since 2024. It reports $177.6 million in regulatory assets under management and employs 3 people. Muntz Financial, LLC manages 1 private fund with combined gross assets of $1.8 million, including Gs4 Fund, LLC. By regulatory assets, it ranks 5,257 of 6,004 private fund managers.
Muntz Financial, LLC private funds
1 funds · $1.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Gs4 Fund, LLC | Hedge | $1.8M | $50K |
Muntz Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Muntz Control | President/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Muntz Financial, LLC manage?
Muntz Financial, LLC reports $177.6 million in regulatory assets under management on its Form ADV.
How many private funds does Muntz Financial, LLC manage?
Muntz Financial, LLC manages 1 private funds with combined gross assets of $1.8 million.
How many employees does Muntz Financial, LLC have?
Muntz Financial, LLC reports 3 employees.
Where is Muntz Financial, LLC located?
Muntz Financial, LLC is based in Doylestown, PA and has been SEC-registered since 2024.
Does Muntz Financial, LLC disclose fund performance?
Muntz Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 108 N. Main Street, Suite 202, Doylestown, PA 18901 |
| Phone | 215-262-6909 |
| Fax | 610-500-5683 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$177.6M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$177.6Mregulatory AUM
Discretionary $177.2MNon-discretionary $445K