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HANTZ FINANCIAL SERVICES, INC.
CRD 46047 · SEC 801-106859
26200 AMERICAN DRIVE, FIFTH FLOOR, SOUTHFIELD, MI, 48034, United States
Phone
248-304-2855
Fax
248-223-0199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.00B
Discretionary AUM
$8.99B
Team
435 total employees; 333 advisory reps; 1861 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21201 | $5.43B |
| High net worth individuals | 2423 | $4.50B |
| Pension/profit sharing plans | 25 | $12.7M |
| Charitable organizations | 230 | $15.1M |
| Corporations/business entities | 191 | $48.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD