LATTANZI FINANCIAL SERVICES LLC

LATTANZI FINANCIAL SERVICES LLC of REVERE, MA is an SEC-registered investment adviser (CRD 282894). Regulatory assets under management: $8.3M.

Registration

• CRD: 282894
• Type: Registered investment adviser
• Location: 166 WINTHROP AVE, REVERE, MA, 02151
• Phone: 781 284 8783
• Latest filing: 2026-03-25
• Regulatory AUM: $8.3M
• Discretionary AUM: $8.1M
• Non-discretionary AUM: $236K
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282894 on SEC IAPD (source of record)
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