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- Custodian
- Fidelity/NFS · Trade-PMR
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
About Lattanzi Financial Services LLC
Lattanzi Financial Services is an independent RIA serving individual households with flexible portfolio consulting—from financial profile review and asset-allocation policy design to implementation, ongoing monitoring, and performance reporting. The team incorporates taxes, income needs, generational and trust planning, and coordinates with clients’ legal and tax advisors (or provides referrals). Custody includes Fidelity/NFS.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Peter Philip Lattanzi Jr.
Founder, Owner
- CRD
- --
- Ownership
- 75% or more
MICHAEL JOHN CAPOBIANCO
Chief Compliance Officer, DIRECTOR
- CRD
- #2159543
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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JOHN JOSEPH VERRENGIA
--
- CRD
- #2272793
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,091,360 | -- |
| Non-Discretionary | $236,267 | -- |
| Total | $8,327,627 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,327,627
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $138,292,302 | 14.8% |
| Cash | $207,438,453 | 22.2% |
| Public Funds | $265,371,715 | 28.4% |
| Corporate - Investment Grade | $108,391,264 | 11.6% |
| U.S. Government/Agency | $214,913,713 | 23.0% |
| Total | $934,407,447 | 100.0% |