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 organized as an LLC and SEC-registered in 2018. The firm focuses on private-client work for individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its service menu also includes selection of other advisers and pension consulting as part of its advisory activities. Lantz operates as a capital allocator—deploying client capital into third-party managers and external offerings—and charges clients via a mix of AUM-based fees, hourly billing, and fixed fees. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.
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%
Contacts
3 of 7
Daniel Rohlfing
Principal & Senior Financial AdvisorCRD 4177008
Michael Lantz
Managing PrincipalCRD 2099896
Ryan Lantz
Portfolio AdministratorCRD 7575448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$402M in ETFs
48%
$192M
47%
$210M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $42.4M | 56,577 | 10.54% |
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
Similar firms
Stenger Family Office, LLC
RIANaperville, IL
Dhjj Financial Advisors
RIANaperville, IL
RAI Wealth
RIANaperville, IL
Windrock Wealth Management
RIANaperville, IL
Left Brain Wealth Management, LLC
RIANaperville, IL
Fiduciary Financial Partners, LLC
RIANaperville, IL