Hantz Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Southfield, MI. Its latest Form ADV filing, dated April 27, 2026, reports $10.0B in regulatory assets under management, 435 employees, 20 offices, and 121,451 accounts.
Assets Under Management
$10.0B
Employees
435
Offices
20 offices
Total Clients
24,070
Primary office
SOUTHFIELD, MI
26200 AMERICAN DRIVE, FIFTH FLOOR, SOUTHFIELD, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.1% of total clients.
Top client categories% of clientsClients
1
Individuals
88.1%
21,201
2
HNWI
10.1%
2,423
3
Charitable
1.0%
230
4
Corporations
0.8%
191
5
Pension Plans
0.1%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.0Bas of April 27, 2026
Discretionary89.8%
$9.0B
90% of total RAUM89.8%
Non-discretionary10.2%
$1.0B
10% of total RAUM10.2%
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.
Latest AUM$10.0B
Total Accounts121,451
10Y AUM Change+$9.2B (+1215.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees435
Clients per Employee55:1
10Y Employee Change+115 (+35.9%)
* 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.