Alan B. Lancz & Associates, Inc.

Alan B. Lancz & Associates, Inc. (CRD# 105363) is a financial advisory firm headquartered in Toledo, OH. They manage $162,137,398 in 161 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3435 N Holland Sylvania Rd, Toledo, OH 43615
http://www.ablonline.com
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $1,007,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MI, NY, OH, TX

Financial Advisors at Alan B. Lancz & Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Alan Lancz, financial advisor Toledo OH
Alan B. Lancz
CRD#: 731986
2400 N. Reynolds Road, Toledo, OH 43615

Alan Lancz (CRD# 731986) is an Investment Advisor Representative working at Alan B. Lancz & Associates, Inc. in Toledo, OH and has over 41 years of experience in the finance industry.

2
Waddad Abdel Aziz, financial advisor Toledo OH
Waddad Abdel Aziz
CRD#: 7889471
3435 N Holland Sylvania Rd, Toledo, OH 43615

Waddad Abdel Aziz (CRD# 7889471) is an Investment Advisor Representative working at Alan B. Lancz & Associates, Inc. in Toledo, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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