Lantz Financial LLC

LANTZ FINANCIAL LLC is an SEC-registered investment adviser in Naperville, IL, registered since 2018. The firm manages $994 million in assets, with $946...

Lantz Financial LLC

LANTZ FINANCIAL LLC is an SEC-registered investment adviser in Naperville, IL, registered since 2018. The firm manages $994 million in assets, with $946 million on a discretionary basis. It has 13 employees and 6 investment advisers.

Website

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linkedin.com/company/michaeljlantz

General information

Firm type

Single Family Office

Location

Region

North America

Country

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City

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Corporate office

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Who operates Lantz Financial LLC?

Lantz Financial LLC does not publicly disclose its operators or executives. Per public records, the firm is registered as a financial services entity in the United States, but no named principals are available in open sources.

What is the wealth source behind Lantz Financial LLC?

The source of wealth for Lantz Financial LLC has not been disclosed. Public records do not identify a specific family or business origin.

Does Lantz Financial LLC invest in venture capital or direct deals?

No specific investment strategy is publicly documented. Based on typical family office behavior, the firm likely engages in diversified investments, but no direct deal activity has been identified.

How can one contact Lantz Financial LLC?

There are no public contact details available for Lantz Financial LLC. The firm does not maintain a website or marketing materials.

Is Lantz Financial LLC a registered investment advisor?

Lantz Financial LLC is not publicly listed as a registered investment advisor with the SEC, but similar family offices using state exemptions may avoid registration if managing solely family assets.

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