LANTZ FINANCIAL LLC

1733 Park Street
Suite 350
Naperville, Illinois 60563
Tel: 331-204-6230

About LANTZ FINANCIAL LLC

LANTZ FINANCIAL LLC, formally registered with the SEC as LANTZ FINANCIAL LLC. The firm was established in 09/24/2018. They have over 2 offices throughout the country.

LANTZ FINANCIAL LLC is a Naperville, Illinois based Financial Planning firm with nearly $585,461,144 assets under management, offering retirement planning & investment advisory services to 2741 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297573
SEC#	801-114035
Assets Managed by Firm	$585,461,144
No. of Clients	2741
No. of Advisors	9

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2741	$585,461,144
Individuals (other than high net worth individuals)	393	$104,410,729
High net worth individuals	192	$481,050,415

Inquire with LANTZ FINANCIAL LLC

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