Lantz Financial is an investment advisor in Naperville with $644.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
815225715
SEC advisor number
801-114035
FINRA CRD number
297573
AUM ?
$706.14 mm
(as of 27 Feb 24)
Accounts
3,016
(as of 27 Feb 24)
Employees
10
(4 investment advisory or research)
Address
Lantz Financial
1733 PARK STREET
SUITE 350
NAPERVILLE
IL 60563
1733 PARK STREET
SUITE 350
NAPERVILLE
IL 60563
Phone
6303364902
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22