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ALAN B. LANCZ & ASSOCIATES, INC.

Tel: 419-536-5200
3435 N Holland Sylvania Rd
Toledo, Ohio  43615

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ALAN B. LANCZ & ASSOCIATES, INC.

ALAN B. LANCZ & ASSOCIATES, INC. is a Toledo, Ohio based financial advisory firm with nearly $162,137,398 in assets under management and provides investment advisory services for 161 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDU

Firm CRD#:

105363

SEC#:

801-24450

No. of Clients:

161

Assets under Management

$162,137,398

No. of Advisors:

3

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