Alan B. Lancz & Associates, Inc.
Alan B. Lancz & Associates, Inc. (CRD# 105363) is a financial advisory firm headquartered in Toledo, OH. They manage $153,207,620 in 138 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management153MILLION
Total Number of Accounts138ACCOUNTS
Average Account Value$1,110,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
MI, NY, OH, TX
Alan Lancz (CRD# 731986) is an Investment Advisor Representative working at Alan B. Lancz & Associates, Inc. in Toledo, OH and has over 34 years of experience in the finance industry.