Hantz Financial Services, Inc.

Broker-DealerFINRA MemberEst. 2015

Total AUM

$10B

Discretionary

$9B

90% of AUM

Accounts

121,451

Employees

435

Advisory reps

428

Brokerage reps

353

Firm details

Headquarters: Southfield, Michigan
CRD number: 46047
Registered since: November 19, 2015
Website: www.hantzgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals54.25%
HNWI44.99%
Corporations / Businesses0.49%
Charitable Organizations0.15%
Pension & Profit Sharing Plans0.13%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hantz Financial Services, Inc. is a corporation that operates as a conventional broker-dealer and serves both individual/family and institutional clients. The firm is active as a capital allocator and combines brokerage and insurance distribution with advisory services such as financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. Its fee offerings are diverse, including percentage-of-AUM, hourly, fixed fees, and performance-based arrangements. Hantz is not positioned as an ESG investor and does not identify as a multistate adviser. The firm also lists affiliations consistent with operating on both the advisory and sponsor sides of pooled vehicles (banking, trust, insurance, accounting and law relationships are noted). Hantz received industry recognition in 2025 when it appeared in Citywire’s “50 Growers Across America” list.