LANTZ FINANCIAL LLC

HTTP://WWW.LANTZTEAM.COM NAPERVILLE, IL Investment Advisor How do I update this listing?

Lantz Financial is based out of Naperville. Lantz Financial is a large advisory firm with 425 clients and discretionary assets under management (AUM) of $373,818,000 (Form ADV from 2019-03-15). Their last reported 13F filing for Q1 2019 included $137,885,000 in managed 13F securities and a top 10 holdings concentration of 39.08%. Lantz Financial's largest holding is iShares Core S&P 500 ETF with shares held of 43,683. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 1.98%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LANTZ FINANCIAL LLC
1733 PARK STREET SUITE 350
NAPERVILLE IL    60563
Country: United States

Business Phone: 331-204-6230
Fax: 331-229-8632
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IL
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 291,500,000
Total Number of Clients: 425
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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