PPrivate Fund Data Log in Join · $37/mo

Lantz Financial LLC

● SEC registered since 2018CRD 297573SEC# 801-114035Naperville, IL
Export (members)
Reg. AUM
$846.2M
Employees
12
Accounts
3,407
Location
Naperville, IL

Lantz Financial LLC assets under management

Lantz Financial LLC is an investment advisory firm registered with the SEC based in Naperville, IL. The firm has been registered since 2018. It reports $846.2 million in regulatory assets under management and employs 12 people.
linkedin.com/in/michaeljlantzView on SEC.gov ↗

Lantz Financial LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Bryan Rohlfing ControlLlc Member/Manager25-50%2021
Kristin M Crowley ControlChief Compliance OfficerUnder 5%2023
Michael Jon Lantz ControlManaging Principal/Llc MemberOver 75%2018

Frequently asked questions

How much does Lantz Financial LLC manage?

Lantz Financial LLC reports $846.2 million in regulatory assets under management on its Form ADV.

How many employees does Lantz Financial LLC have?

Lantz Financial LLC reports 12 employees.

Where is Lantz Financial LLC located?

Lantz Financial LLC is based in Naperville, IL and has been SEC-registered since 2018.

Does Lantz Financial LLC disclose fund performance?

Lantz Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1733 Park Street, Suite 350, Naperville, IL 60563
Phone331-204-6230
Fax331-229-8632
Office hours8:30a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$778.6M
Non-discretionary$67.6M
Total (RAUM)$846.2M