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| Lantz Financial LLC
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|---|---|
| CRD # | 297573 |
| SEC # | 801-114035 |
| CIK # | 0001766883 |
| AUM | 994.1 M (2026-04-22) |
| Employees | 13 (46% 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) | |
|---|---|---|---|
| Apple Inc | 10.1 | ||
| Microsoft Corp | 9.3 | ||
| Nvidia Corp | 8.5 | ||
| Amazon Com Inc | 6.6 | ||
| Cisco Systems Inc | 5.8 | ||
| Chevron Corp | 4.4 | ||
| Caterpillar Inc | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 129.4 |
| (b) Individuals (high net worth individuals) | 255 | 864.7 |
| (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 | 3,250 | 994.1 |
| By Discretionary | ||
| Discretionary | 3,170 | 945.8 |
| Non-Discretionary | 80 | 48.3 |
| Total | 3,250 | 994.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 994.1 | |
| Total | 3,250 | 994.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766883] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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