ALAN B. LANCZ & ASSOCIATES, INC. of TOLEDO, OH is an SEC-registered investment adviser (CRD 105363). Regulatory assets under management: $175.4M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.
| Name | Role | Location |
|---|---|---|
| Alan Bruce Lancz | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | Toledo, OH |
| John Keith Dwyer | CHIEF COMPLIANCE OFFICER | — |
| LANCZ ALAN BRUCE | PRESIDENT; PRESIDENT/ CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |