Overview
Assets Under Management: $846 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 222
Average Client Assets: $3 million
Frequently Asked Questions
LANTZ FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297573), LANTZ FINANCIAL LLC is subject to fiduciary duty under federal law.
LANTZ FINANCIAL LLC is headquartered in NAPERVILLE, IL.
LANTZ FINANCIAL LLC serves 222 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, LANTZ FINANCIAL LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LANTZ FINANCIAL LLC manages $846 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, LANTZ FINANCIAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 222
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,407
Discretionary Accounts: 3,262
Non-Discretionary Accounts: 145
Regulatory Filings
CRD Number: 297573
Last Filing Date: 2025-02-13 00:00:00
Website: https://lantzteam.com