Alan B. Lancz & Associates, Inc.
Alan B. Lancz & Associates, Inc. is an SEC-registered wealth manager in Toledo, OH with $175.4M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Alan B. Lancz & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105363, SEC 801-24450, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $175.4M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Toledo, OH
- Employees
- 4
- Clients
- 101
- CRD
- 105363
- Ownership
- LANCZ, ALAN, BRUCE; DWYER, JOHN, KEITH; LANCZ ALAN B
How much AUM does Alan B. Lancz & Associates, Inc. have?
Alan B. Lancz & Associates, Inc. reported $175.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Alan B. Lancz & Associates, Inc.?
Disclosed owners and executives of Alan B. Lancz & Associates, Inc. include LANCZ, ALAN, BRUCE, DWYER, JOHN, KEITH, LANCZ ALAN B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.