ALAN B. LANCZ & ASSOCIATES, INC.

3435 N Holland Sylvania Rd
Toledo, Ohio 43615
Tel: 419-536-5200

About ALAN B. LANCZ & ASSOCIATES, INC.

ALAN B LANCZ & ASSOCIATES, INC, formally registered with the SEC as ALAN B LANCZ & ASSOCIATES, INC. The firm was established in 06/11/1985. They have over 1 offices throughout the country.

ALAN B. LANCZ & ASSOCIATES, INC. is a Toledo, Ohio based Financial Planning firm with nearly $162,137,398 assets under management, offering retirement planning & investment advisory services to 161 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105363
SEC#	801-24450
Assets Managed by Firm	$162,137,398
No. of Clients	161
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM)

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

Firm Client Information

	No. of Clients	AUM
Firm Total	161	$162,137,398
Individuals (other than high net worth individuals)	16	$2,099,643
High net worth individuals	132	$139,752,969
Pension and profit sharing plans	7	$15,025,592
Charitable organizations	Fewer than 5 clients	$3,385,025

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