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 serves primarily individual and family clients and operates as a capital allocator, blending fee models that include a percentage of assets under management, hourly fees, and fixed-fee engagements. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Lantz Financial does not identify as an active ESG investor and is not structured as a multi-state adviser.
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 Equities43%
- Public Funds/Mutual Funds35%
- US Government Bonds7%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
Contacts
3 of 7
Logan Schaefer
Financial AssociateCRD 8090191
Daniel Rohlfing
Principal & Senior Financial AdvisorCRD 4177008
Derek Raridon
Financial AdvisorCRD 6919250
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
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