Lantz Financial LLC
● SEC registered since 2018CRD 297573SEC# 801-114035Naperville, IL
Reg. AUM
$994.1M
Employees
13
Accounts
3,250
Location
Naperville, IL
Lantz Financial LLC assets under management
Lantz Financial LLC is an investment advisory firm registered with the SEC based in Naperville, IL. The firm has been registered since 2018. It reports $994.1 million in regulatory assets under management and employs 13 people.
Lantz Financial LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Bryan Rohlfing Control | Llc Member/Manager | 25-50% | 2021 |
| Kristin M Crowley Control | Chief Compliance Officer | Under 5% | 2023 |
| Michael Jon Lantz Control | Managing Principal/Llc Member | Over 75% | 2018 |
Frequently asked questions
How much does Lantz Financial LLC manage?
Lantz Financial LLC reports $994.1 million in regulatory assets under management on its Form ADV.
How many employees does Lantz Financial LLC have?
Lantz Financial LLC reports 13 employees.
Where is Lantz Financial LLC located?
Lantz Financial LLC is based in Naperville, IL and has been SEC-registered since 2018.
Does Lantz Financial LLC disclose fund performance?
Lantz Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1733 Park Street, Suite 350, Naperville, IL 60563 |
| Phone | 331-204-6230 |
| Fax | 331-229-8632 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$994.1M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$994.1Mregulatory AUM
Discretionary $945.8MNon-discretionary $48.3M