Lattanzi Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,327,627
Clients
28
18% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
LowAverage account size
$297,415
About
Lattanzi Financial Services provides investment advisory services and manages client assets for individuals, pension/profit-sharing plans, trusts, estates and charitable organizations, with limited financial planning offered as an ancillary service. The firm reports managing roughly $8.3 million for a small client base of about 28 households.
Portfolios are customized following an initial risk assessment and diversified across individual stocks, ETFs, mutual funds and bonds, with ongoing daily monitoring and quarterly reviews; accounts may be managed on either a discretionary or non-discretionary basis. The firm cites use of research tools such as S&P Research, Bloomberg and Morningstar and sends quarterly fee reports alongside custodian statements.
Several ownership and business affiliations distinguish the firm from many peers: the principals maintain an affiliation with another SEC-registered investment adviser, operate a property and casualty insurance business, and have separate business consulting activities. The brochure also notes that principals will not place clients into products in which they have a financial interest and that certain owner co-trustee accounts are audited by an independent CPA.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Starting at 1% of assets under management; fee may be reduced based on asset amount and scope of services
Clients pay broker-dealer transaction fees or commissions for buying or selling securities; these are separate from advisory fees
Account minimum: $10,000
Main office location
Lattanzi Financial Services LLC
166 Winthrop Ave
Revere MA 02151, United States
Number of offices
1
Most active in
Lattanzi Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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