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LANTZ FINANCIAL LLC

CRD 297573 · SEC 801-114035

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1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563, United States

Phone

331-204-6230

Fax

331-229-8632

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$994.1M

Discretionary AUM

$945.8M

Team

13 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals414$129.4M
High net worth individuals255$864.7M

States served

AZ, CA, IL, IN, LA, MI, NE, NC, SC, TN, WI, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD