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LATTANZI FINANCIAL SERVICES LLC
CRD 282894
166 WINTHROP AVE, REVERE, MA, 02151, United States
Phone
781 284 8783
Fax
781 289 4451
Registration
— (—)
Source
State registered
Total AUM
$8.3M
Discretionary AUM
$8.1M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $3.0M |
| High net worth individuals | 5 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD