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HANTZ FINANCIAL SERVICES, INC.

SOUTHFIELD, MI · CRD 46047 · IAPD ↗ · hantzgroup.com · 248-304-2855

$10.00BRegulatory AUM
333Advisory reps
435Employees
1861Clients
More than 500Planning clients
5Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — HANTZ FINANCIAL SERVICES, INC. added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — HANTZ FINANCIAL SERVICES, INC. reported RAUM up 28% ($7.82B -> $10.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — HANTZ FINANCIAL SERVICES, INC. grew from 293 to 333 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — HANTZ FINANCIAL SERVICES, INC. now reports custody of client assets ($20.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2025 — HANTZ FINANCIAL SERVICES, INC. now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2025 — HANTZ FINANCIAL SERVICES, INC. grew from 277 to 293 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2024 — HANTZ FINANCIAL SERVICES, INC. reported RAUM up 30% ($4.90B -> $6.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — HANTZ FINANCIAL SERVICES, INC. grew from 251 to 277 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.