Investment adviser · CRD 46047
HANTZ FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
SOUTHFIELD, MI, United States · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $10B Form ADV · Item 5.F
- Client accounts
- 121,451 Accounts, not individual clients
- Employees
- 435 Reported in this filing
- Advisory professionals
- 333 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 21,201 | $5,425,191,699 | 54.2% |
| High-net-worth individuals | 2,423 | $4,498,854,879 | 45.0% |
| Corporations & businesses | 191 | $48,647,878 | 0.5% |
| Charities | 230 | $15,137,778 | 0.2% |
| Retirement plans | 25 | $12,715,898 | 0.1% |
Filing source
Form ADV 2131354 · Sep 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Sep 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
26200 AMERICAN DRIVE, FIFTH FLOORSOUTHFIELD, MI, 48034, United States
CRD 46047
Filing source
Form ADV 2131354 · Sep 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.