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ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363 · SEC 801-24450
3435 N HOLLAND SYLVANIA RD, TOLEDO, OH, 43615, United States
Phone
419-536-5200
Fax
419-536-5401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.4M
Discretionary AUM
$175.4M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $15.5M |
| High net worth individuals | 63 | $143.3M |
| Pooled investment vehicles | 2 | $4.7M |
States served
CA, IL, LA, MI, NY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD