ALAN B. LANCZ & ASSOCIATES, INC. - Financial Advisor in Ohio, Toledo

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

About 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

Firm CRD#:

105363

Firm SEC#:

801-24450

Assets Under Management:

$162,137,398

No. of Clients:

161

No. of Advisors:

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 MEMORANDUM)

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