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
Alan B. Lancz & Associates, Inc.
By the Numbers
-
Total Assets Under Management162MILLION
-
Total Number of Accounts161ACCOUNTS
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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
Registered Investment Advisor
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.
1
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 (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.
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