|
⚲
|
| Hantz Financial Services Inc
✚
|
|
|---|---|
| CRD # | 46047 |
| SEC # | 801-106859 |
| CIK # | 0001071061 |
| AUM | $4.9 BB (2023-03-18) |
| Employees | 355 (71% Investors, 74% Brokers) |
| Phone | 248-304-2855 |
| Address | 26200 American Drive Southfield, MI 48034 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17,273 | 3.5 |
| (b) Individuals (high net worth individuals) | 861 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 0.0 |
| (h) Charitable organizations | 198 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90,199 | 4.9 |
| By Discretionary | ||
| Discretionary | 90,199 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90,199 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 90,199 | 4.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001071061] |
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|---|---|---|
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✚
|
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|
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|
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|
Perigon Wealth Management LLC
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CA | 4.8 |
|
John W Bristol & Co Inc
✚
|
NY | 4.8 |