Hantz Financial Services, Inc.
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
FINTRXOverview
Hantz Financial Services, Inc. is a corporation that operates as a conventional broker-dealer while also providing advisory and insurance distribution services. The firm serves both individual/family and institutional clients and combines brokerage, insurance broking, and financial planning with portfolio management for individuals and small businesses. Its advisory capabilities include pension consulting and selecting third‑party advisers. Fee arrangements are mixed — the firm employs asset‑based fees alongside hourly, fixed, and performance‑based pricing. Hantz acts as a capital allocator and is active in placing client capital with external managers. The firm was SEC‑registered in 2015 and was named to Citywire’s “50 Growers Across America” list in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities95%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2John Hantz
President and CEOCRD 1462066
Christopher Way
Chief Lending OfficerCRD 5419697
Contacts
3 of 429Maria Morabito
Director of Retirement ServicesCRD 5677655
Michael Luna
Tax Planning SpecialistCRD 5723343
Ryan Kiernicki
Financial ConsultantCRD 5747579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 545Active vs passive
$4.4B in ETFs
54%
$2.3B
46%
$2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $546M | 729,647 | 12.51% |
Location
Southfield, MI
Oakland
Location
Southfield, MI
Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 26200 American Dr
- Time zone
- ET (UTC-5)
- Office locations
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