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Building 2HANTZ FINANCIAL SERVICES, INC.

Map pinSOUTHFIELD, MI
Phone248-304-2855
NotebookSEC #801-106859
Total AUM
$10B
Employees
435
Clients
24,070

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26200 AMERICAN DRIVE
FIFTH FLOOR
SOUTHFIELD
MI 48034
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
248-304-2855
Other Offices
20

ReceiptFinancials

Total AUM
$10B
Accounts
121,451
Discretionary
$9B
Accounts
117,262
Non-Discretionary
$1B
Accounts
4,189

ContactClients

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Individual Clients
21,201
AUM
$5.4B
HNW Individual Clients
2,423
AUM
$4.5B
Pension/Profit Sharing Plan Clients
25
AUM
$12.7M
Charitable Organization Clients
230
AUM
$15.1M
Corporation or Business Clients
191
AUM
$48.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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