Lancz Alan B & Associates Inc (Toledo)

Name: Lancz Alan B & Associates Inc
Address: 2400 N Reynolds Rd, Toledo, OH, 43615
Telephone: 419-536-5200

Lancz Alan B & Associates Inc is a large advisory firm based in Toledo. It manages $129.14 million of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Michigan, New York, Ohio, and Texas.

Lancz Alan B & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lancz Alan B & Associates: assets under management

The assets under management (AUM) of Lancz Alan B & Associates Inc is $129.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 275% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.02 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lancz Alan B & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lancz Alan B & Associates Inc

Alan Bruce Lancz has been acting as President since 1 Mar 1985. Lancz Alan B joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Bruce Lancz	President	1 Mar 1985	75% - 100%	731986
Lancz Alan B	Chief compliance officer	1 Mar 1985	75% - 100%	xxx-xx-xxxx

Based in Toledo

The principal office where Lancz Alan B & Associates Inc performs its advisory services is located at 2400 N Reynolds Rd, Toledo, OH 43615, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-536-5200 or by fax 419-536-5401. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ablonline.com.