The HANTZ FINANCIAL SERVICES is a privately held investment adviser that advises $10.07Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. HANTZ FINANCIAL SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 140.24% over the last 5-years.
The Group has been registered with the SEC for 10.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 21 office locations with their Headquarters at 26200 AMERICAN DRIVE FIFTH FLOOR, SOUTHFIELD, MICHIGAN. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 435 employees comprised of 333 investment and 102 non-investment staff. The total number of Employees increased by 39.42% over the last 5-years.
Their $10.07Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 446 other accounts. Assets of Individuals clients own $5.43Bn or 53.86% of Total Assets and High Net Worth Individuals own $4.5Bn or 44.67% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $71.71mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
HANTZ FINANCIAL SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.