HANTZ FINANCIAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 2015

Total AUM

$10B

Discretionary

$9B

90% of AUM

Accounts

121,451

Employees

435

Advisory reps

425

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 combines broker-dealer activity with advisory and insurance distribution. It is SEC-registered (since 2015) and markets services to both individual/family clients and institutional investors. The firm functions as a capital allocator and offers a mix of fee arrangements — percentage of AUM, fixed fees, hourly charges and performance-based fees — and engages in brokerage, insurance brokering and other financial product sales alongside its advisory work. Advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside advisers. Hantz reports relationships with a range of industry counterparties (banks, trust companies, insurers and professional service firms) and at least one industry recognition: inclusion in Citywire’s “50 Growers Across America” list for 2025.