LANTZMAN MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
166671

Firm profile

FINTRX

Overview

Lantzman Management is a corporate entity controlled by an individual owner that operates on the real estate side of the financial services spectrum rather than as a traditional registered investment advisor. Its primary activities center on brokering real estate transactions and serving in sponsor and general partner roles for pooled investment vehicles. The firm is not positioned as an active ESG investor, does not present itself as a multi-state adviser, and is not identified as a capital allocator in the available data. The firm's classification is listed as unclassified, which, together with the business-activity descriptors, suggests its core competency is transaction origination and deal sponsorship within real estate rather than discretionary portfolio management or public-market advisory services.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARC LANTZMAN

    CEOCRD 6157679

Contacts

1 of 1
  • JUSTIN LANTZMAN

    PresidentCRD 6157680

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
11696 Sorrento Valley Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth