LANTZ FINANCIAL LLC
CRD #297573 SEC #801-114035 NAPERVILLE, IL 331-204-6230
SEC Registered
Total AUM
$846.2M
Discretionary
$778.6M
Employees
12
Clients
10
Accounts
3,407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $846.2M | $778.6M | $67.6M | 12 | 0 |
| Feb 2025 | $846.2M | $778.6M | $67.6M | 12 | 0 |
| Jul 2024 | $706.1M | $642.9M | $63.2M | 10 | 0 |
| Feb 2024 | $706.1M | $642.9M | $63.2M | 10 | 0 |
| Sep 2023 | $585.5M | $526.6M | $58.8M | 9 | 0 |
| Jul 2023 | $585.5M | $526.6M | $58.8M | 9 | 0 |
| May 2023 | $585.5M | $526.6M | $58.8M | 9 | 0 |
| Mar 2023 | $585.5M | $526.6M | $58.8M | 9 | 0 |
| Mar 2023 | $585.5M | $526.6M | $58.8M | 9 | 0 |
| Jul 2022 | $644.5M | $574.9M | $69.6M | 9 | 0 |
| Jul 2022 | $644.5M | $574.9M | $69.6M | 9 | 0 |
| Feb 2022 | $644.5M | $574.9M | $69.6M | 9 | 0 |
| Nov 2021 | $532.4M | $474.4M | $58.1M | 7 | 0 |
| Nov 2021 | $532.4M | $474.4M | $58.1M | 7 | 0 |
| Jun 2021 | $532.4M | $474.4M | $58.1M | 7 | 0 |
| Feb 2021 | $532.4M | $474.4M | $58.1M | 7 | 0 |
| Nov 2020 | $530.3M | $463.2M | $67M | 7 | 0 |
| Sep 2020 | $530.3M | $463.2M | $67M | 7 | 0 |
| Jun 2020 | $530.3M | $463.2M | $67M | 7 | 0 |
| Mar 2020 | $530.3M | $463.2M | $67M | 7 | 0 |
| Dec 2019 | $432M | $373.8M | $58.2M | 7 | 0 |
| Mar 2019 | $432M | $373.8M | $58.2M | 7 | 0 |
| Dec 2018 | $428.2M | $369M | $59.1M | 6 | 0 |
| Dec 2018 | $428.2M | $369M | $59.1M | 6 | 0 |
| Dec 2018 | $0 | $0 | $0 | 6 | 0 |
| Oct 2018 | $0 | $0 | $0 | 6 | 0 |
| Sep 2018 | $0 | $0 | $0 | 6 | 0 |
| Aug 2018 | $0 | $0 | $0 | 6 | 0 |
DateFeb 2025
Total AUM$846.2M
Discretionary$778.6M
Non-Disc.$67.6M
Employees12
Clients0
DateFeb 2025
Total AUM$846.2M
Discretionary$778.6M
Non-Disc.$67.6M
Employees12
Clients0
DateJul 2024
Total AUM$706.1M
Discretionary$642.9M
Non-Disc.$63.2M
Employees10
Clients0
DateFeb 2024
Total AUM$706.1M
Discretionary$642.9M
Non-Disc.$63.2M
Employees10
Clients0
DateSep 2023
Total AUM$585.5M
Discretionary$526.6M
Non-Disc.$58.8M
Employees9
Clients0
DateJul 2023
Total AUM$585.5M
Discretionary$526.6M
Non-Disc.$58.8M
Employees9
Clients0
DateMay 2023
Total AUM$585.5M
Discretionary$526.6M
Non-Disc.$58.8M
Employees9
Clients0
DateMar 2023
Total AUM$585.5M
Discretionary$526.6M
Non-Disc.$58.8M
Employees9
Clients0
DateMar 2023
Total AUM$585.5M
Discretionary$526.6M
Non-Disc.$58.8M
Employees9
Clients0
DateJul 2022
Total AUM$644.5M
Discretionary$574.9M
Non-Disc.$69.6M
Employees9
Clients0
DateJul 2022
Total AUM$644.5M
Discretionary$574.9M
Non-Disc.$69.6M
Employees9
Clients0
DateFeb 2022
Total AUM$644.5M
Discretionary$574.9M
Non-Disc.$69.6M
Employees9
Clients0
DateNov 2021
Total AUM$532.4M
Discretionary$474.4M
Non-Disc.$58.1M
Employees7
Clients0
DateNov 2021
Total AUM$532.4M
Discretionary$474.4M
Non-Disc.$58.1M
Employees7
Clients0
DateJun 2021
Total AUM$532.4M
Discretionary$474.4M
Non-Disc.$58.1M
Employees7
Clients0
DateFeb 2021
Total AUM$532.4M
Discretionary$474.4M
Non-Disc.$58.1M
Employees7
Clients0
DateNov 2020
Total AUM$530.3M
Discretionary$463.2M
Non-Disc.$67M
Employees7
Clients0
DateSep 2020
Total AUM$530.3M
Discretionary$463.2M
Non-Disc.$67M
Employees7
Clients0
DateJun 2020
Total AUM$530.3M
Discretionary$463.2M
Non-Disc.$67M
Employees7
Clients0
DateMar 2020
Total AUM$530.3M
Discretionary$463.2M
Non-Disc.$67M
Employees7
Clients0
DateDec 2019
Total AUM$432M
Discretionary$373.8M
Non-Disc.$58.2M
Employees7
Clients0
DateMar 2019
Total AUM$432M
Discretionary$373.8M
Non-Disc.$58.2M
Employees7
Clients0
DateDec 2018
Total AUM$428.2M
Discretionary$369M
Non-Disc.$59.1M
Employees6
Clients0
DateDec 2018
Total AUM$428.2M
Discretionary$369M
Non-Disc.$59.1M
Employees6
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0