L
$40.4M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-2025
- Office Locations
- 1
Office Locations
5110 SW 91st Drive Suite A Gainesville FL
About Lentz Advisors
Lentz Advisors is a Gainesville-based RIA. The firm has been operating for 1 years. Managing $40.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$20.2M AVG AUM / ADVISOR
$859.3K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
F
Franklin Krone Lentz Jr
Chief Compliance Officer, President
- CRD
- #1517542
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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F
FRANKLIN KRONE LENTZ III
--
- CRD
- #7934816
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,387,204 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,387,204 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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