ALAN B. LANCZ & ASSOCIATES, INC. (CRD# 105363) is an SEC-Registered Investment Advisor (RIA), headquartered in Toledo, OH. The SEC approved the firm to operate as an RIA in Jun 1985. In Jan 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $164.0 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 4% .  
ALAN B. LANCZ & ASSOCIATES, INC. also reported in Jan 2018:
  • 6 employees, with 3 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALAN B. LANCZ & ASSOCIATES, INC. has no disclosure events reported to the SEC at this time.

View ALAN B. LANCZ & ASSOCIATES, INC.'s most recent Form ADV filing

ALAN B. LANCZ & ASSOCIATES, INC. has Notice Filings with the following State Securities Authorities: MI-Apr 2001, NY-Mar 2008, OH-Oct 1999, TX-Mar 2008

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