Lantz Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated April 22, 2026, reports $994M in regulatory assets under management, 13 employees, 1 office, and 3,250 accounts.
Assets Under Management
$994M
Employees
13
Offices
1 office
Total Clients
669
Primary office
NAPERVILLE, IL
1733 PARK STREET, SUITE 350, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
414
2
HNWI
38.1%
255
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$994Mas of April 22, 2026
Discretionary95.1%
$946M
95% of total RAUM95.1%
Non-discretionary4.9%
$48M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$994M
Total Accounts3,250
10Y AUM Change+$994M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee51:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.