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).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $1,110,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, NY, OH, TX

Financial Advisors at Alan B. Lancz & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alan B. Lancz
CRD#: 731986
2400 N. Reynolds Road, Toledo, OH 43615
93
Wealthminder
score

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.

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