Lantz Financial LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 297573
- Registered since
- September 24, 2018
- Website
- www.lantzteam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.99%
- Individuals13.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lantz Financial LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm advises primarily individuals and families, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It operates as a capital allocator, combining discretionary portfolio management with fee arrangements that include AUM-based fees, hourly charges, and fixed fees. Lantz does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds35%
- US Government Bonds7%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$411M in ETFs
49%
$200M
46%
$211M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.9M | 58,570 | 10.92% |
Location
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1733 Park St
- Time zone
- CT (UTC-6)
- Office locations
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