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Lentz+Lentz Strategic Investment Advisors, Inc. (Reno)


Lentz+Lentz Strategic Investment Advisors, Inc. is a large advisory firm based in Reno. It manages $48 million of regulatory assets for 291 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Nevada, and Oregon.

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Lentz+Lentz Strategic Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lentz+Lentz Strategic Investment Advisors: assets under management

The assets under management (AUM) of Lentz+Lentz Strategic Investment Advisors, Inc. is $48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $164.95 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lentz+Lentz Strategic Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Reno

The principal office where Lentz+Lentz Strategic Investment Advisors, Inc. performs its advisory services is located at 375 Vassar St, Reno, NV 89502, which is also the mailing address of the firm. An additional office of the firm is in Las Vegas, NV. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-323-1990 or by fax 775-323-2481. The normal business hours are 9:00am to 4:00pm on Other. You can find more information about the New York firm at lentzandlentz.com.


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