LUTZ FINANCIAL SERVICES, LLC
Doing business as LUTZ FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$3,187,194,167
Discretionary
$2,834,743,258
Non-discretionary
$352,450,909
Firm details
- CRD number
- 117273
- SEC file number
- 801-62093
- Main office
- OMAHA, NE, United States
- Employees
- 23
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.