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Multi-Family OfficeRIA · CRD 46047SEC-RegisteredPrivate Fund Adviser

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Hantz Financial Services

HANTZ FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in SOUTHFIELD, MI, registered since 2015. The firm manages $10.0 billion in assets,...

Overview

HANTZ FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in SOUTHFIELD, MI, registered since 2015. The firm manages $10.0 billion in assets, with $9.0 billion on a discretionary basis. It employs 435 staff and has 333 investment advisers.

General information

Firm type

Multi Family Office

Year founded

1998

Location

Region

North America

Country

United States

City

Southfield

Corporate office

Southfield, MI, United States

Principals

John Hantz

Founder

Mike Hantz

CEO

Sector focus

Financial ServicesReal EstateEnergyAgriculture

Frequently asked questions

Who runs investment decisions at Hantz Financial Services?

John Hantz, the founder, and Mike Hantz, the CEO, lead investment decisions. The firm's investment committee includes senior executives from its wealth management and direct-investment arms.

How does Hantz Financial Services source proprietary deal flow?

The firm sources deals through its network of family offices and relationships in Michigan and the broader Midwest. It also originates opportunities from its own advisory clients and through its operating businesses, such as Hantz Farms and Hantz Energy.

Does Hantz Financial Services participate in fund commitments or only direct deals?

The firm primarily engages in direct investments, owning assets outright rather than committing to third-party funds. This includes direct ownership of real estate parcels and energy production assets.

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