Lantz Financial

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Lantz Financial — overview

Assets Under Management

Type

Wealth Manager

Location

Naperville, IL, US

Alternative Asset Classes

-

About

Lantz Financial is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include portfolio management, risk management, financial planning, retirement income planning, education planning, estate planning, tax planning, charitable giving, and insurance planning. The wealth manager advises individuals, businesses, and retirement plans.

Lantz Financial - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
Portfolio AdministratorNaperville, USGEN
Financial AssociateNaperville, USGEN
Financial AdvisorNaperville, USGEN

Showing 3 of 3 known decision makers Lantz Financial

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.