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| Hantz Financial Services Inc
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| |
|---|---|
| CRD # | 46047 |
| SEC # | 801-106859 |
| CIK # | 0001071061 |
| AUM | $6.4 BB (2024-08-29) |
| Employees | 370 (75% Investors, 80% Brokers) |
| Phone | 248-304-2855 |
| Address | 26200 American Drive Southfield, MI 48034 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AMZN | 1,093.0 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| V | 419.3 | 0.0 | |
| NOW | 94.9 | 0.0 | |
| TMO | 209.7 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| MA | 309.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,496 | 4.0 |
| (b) Individuals (high net worth individuals) | 1,357 | 2.3 |
| (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 | 30 | 0.0 |
| (h) Charitable organizations | 216 | 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 | 63 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 112,547 | 6.4 |
| By Discretionary | ||
| Discretionary | 112,547 | 6.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 112,547 | 6.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.4 | |
| Total | 112,547 | 6.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001071061] |
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|---|---|---|
|
Global Alpha Capital Management Ltd
✚
|
6.5 | |
|
Plancorp LLC
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|
MO | 6.5 |
|
Axxcess Wealth Management LLC
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CA | 6.5 |
|
East End Advisors LLC
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NY | 6.5 |
|
Marshfield Associates Inc
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DC | 6.4 |
|
Mercury Advisory LLC
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CA | 6.4 |
|
Avantax Planning Partners Inc
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|
IA | 6.4 |
|
R M Davis Inc
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|
ME | 6.3 |
|
Concurrent Investment Advisors LLC
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|
FL | 6.3 |
|
First National Advisers LLC
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NE | 6.2 |