Lattanzi Financial Services LLC

Overview

Lattanzi Financial Services LLC is organized as an independent RIA operating under individual ownership. The firm focuses on portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Beyond investment advisory, the practice also delivers insurance brokerage and accounting services, reflecting a combined financial-planning and tax/insurance capability. The firm reports a client base of individual and family investors, does not position itself as a capital allocator, and is not flagged as active in ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives