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Alan Bruce Lancz

ALAN B. LANCZ & ASSOCIATES, INC.·TOLEDO, Ohio
Clean recordALAN B. LANCZ & ASSOCIATES, INC.
3435 N HOLLAND SYLVANIA RD, TOLEDO, OH 43615CRD# 731986Firm CRD# 105363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Bruce Lancz · TOLEDO, OH
Registration
CRD #731986 · ALAN B. LANCZ & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Bruce Lancz is a registered financial advisor based in TOLEDO, Ohio, affiliated with ALAN B. LANCZ & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALAN B. LANCZ & ASSOCIATES, INC.
ALAN B. LANCZ & ASSOCIATES, INC.
AUM
$162M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ALAN B. LANCZ & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM
Regulatory
SEC/IARD CRD# 731986
Firm CRD# 105363
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Bruce Lancz offer?
Alan Bruce Lancz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TOLEDO, Ohio for a consultation.
What are Alan Bruce Lancz's credentials?
Alan Bruce Lancz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Bruce Lancz located?
Alan Bruce Lancz is based in TOLEDO, Ohio, working with ALAN B. LANCZ & ASSOCIATES, INC.. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.
How does Alan Bruce Lancz charge for services?
Alan Bruce Lancz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pooled funds based on fees in operating memorandum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALAN B. LANCZ & ASSOCIATES, INC.?
ALAN B. LANCZ & ASSOCIATES, INC. has approximately 3 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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