Overview
Assets Under Management: $846 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 222
Average Client Assets: $3 million
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