AdvisorOS Directory
Claim Profile
AL

Alan Bruce Lancz

ALAN B. LANCZ & ASSOCIATES, INC.·TOLEDO, Ohio
Unclaimed Profile
3435 N HOLLAND SYLVANIA RD, TOLEDO, OH 43615CRD# 731986Firm CRD# 105363
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
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
04

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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TOLEDO?

Browse all registered financial advisors in TOLEDO, Ohio or claim this profile if it's yours.

Browse TOLEDO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TOLEDO
Brian Kenneth Hughes — PARLAN FINANCIAL CORPBrittany Nicole Blazey — OAK TRAIL ADVISORS, LLCGary Lee Rathbun — PRIVATE WEALTH CONSULTANTS LTDHelyn C. Bolanis — PARLAN FINANCIAL CORPMatthew Grant Mcqueen — SENIORS HOUSING FUND MANAGER LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile