ALAN B. LANCZ & ASSOCIATES, INC.
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
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
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