ALAN B. LANCZ & ASSOCIATES, INC.

TOLEDO, Ohio·1 registered advisor·CRD# 105363

SEC# 801-244500419-536-5200

Firm Overview

AUM

$162M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM

Specialties

Financial Planning Investment Management Retirement Planning Wealth Management

Advisors at ALAN B. LANCZ & ASSOCIATES, INC.

1 registered advisor

Alan Bruce Lancz

TOLEDO, Ohio

CRD# 731986

Office Locations

TOLEDO, Ohio

1 advisor

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Data sourced from SEC Form ADV filings. ALAN B. LANCZ & ASSOCIATES, INC. (CRD# 105363) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.