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LANTZ FINANCIAL LLC

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

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LANTZ FINANCIAL LLC

LANTZ FINANCIAL LLC is a Naperville, Illinois based financial advisory firm with nearly $846,175,022 in assets under management and provides investment advisory services for 3407 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

297573

SEC#:

801-114035

No. of Clients:

3407

Assets under Management

$846,175,022

No. of Advisors:

12

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