LORENZ FINANCIAL

LORENZ FINANCIAL is an SEC-registered investment adviser (CRD 284421). Regulatory assets under management: $8.5M.

Registration

• CRD: 284421
• Type: Registered investment adviser
• Phone: 765-532-3295
• Latest filing: 2026-03-27
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search