Timothy
Whitmoyer
Lountzis Asset Management, LLC
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About this Advisor
Timothy Whitmoyer is a financial advisor based in Reading, Pennsylvania, working with Lountzis Asset Management, LLC. Timothy has previously held positions at The Vanguard Group, Inc, Santander N.A, Coactive Wealth Strategists, Weis Markets, Shippensburg University, Unemployed (Graduated College), Wilson High School, and Lountzis Asset Management. Timothy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Timothy is part of Lountzis Asset Management, LLC, which operates out of Reading, Pennsylvania. The firm has 4 offices and 6 employees. The firm manages assets totaling $504.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lountzis Asset Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lountzis Asset Management, LLC Brokerage Details
$504,540,755
6
296
$1,704,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Timothy Whitmoyer Work History
Lountzis Asset Management
The Vanguard Group, Inc
Santander N.A
Unemployed (Graduated College)
Coactive Wealth Strategists
Weis Markets
Weis Markets
Shippensburg University
Shippensburg University
Wilson High School
Disclosures
Please visit the SEC profile of Timothy Whitmoyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lountzis Asset Management, LLC
Reading, PA
Reading, PA
Reading, PA
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