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 $846,175,022 assets under management, offering retirement planning & investment advisory services to 3407 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297573
SEC#	801-114035
Assets Managed by Firm	$846,175,022
No. of Clients	3407
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3407	$846,175,022
Individuals (other than high net worth individuals)	416	$133,706,199
High net worth individuals	222	$712,468,823

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