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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lantz Financial LLC
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|---|---|
| CRD # | 297573 |
| SEC # | 801-114035 |
| CIK # | 0001766883 |
| AUM | $846.2 M (2025-02-13) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 331-204-6230 |
| Address | 1733 Park Street Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.0 | ||
| Apple Inc | 6.7 | ||
| Nvidia Corp | 6.4 | ||
| Amazon Com Inc | 6.4 | ||
| Cisco Systems Inc | 4.1 | ||
| Chevron Corp | 3.8 | ||
| International Business Machines Corp | 3.3 | ||
| Southern Co | 3.1 | ||
| Oracle Corp | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 416 | 133.7 |
| (b) Individuals (high net worth individuals) | 222 | 712.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,407 | 846.2 |
| By Discretionary | ||
| Discretionary | 3,262 | 778.6 |
| Non-Discretionary | 145 | 67.6 |
| Total | 3,407 | 846.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 846.2 | |
| Total | 3,407 | 846.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766883] |
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|---|---|---|
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0.8 | |
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AZ | 0.8 |
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Walter & Keenan Wealth Management LLC
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|
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FL | 0.8 |
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Alley Investment Management Company LLC
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IL | 0.8 |