# LATTANZI FINANCIAL SERVICES LLC

LATTANZI FINANCIAL SERVICES LLC of REVERE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 282894
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282894/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282894/similar
- Related entities: https://search.stillhousedata.com/firm/282894/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282894

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.