Alan B Lancz & Associates Inc

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CAFR Data
Alan B Lancz & Associates Inc
CRD #105363
SEC #801-24450
CIK #
AUM $152.2 MM (100% Disc, 98% US)
Employees5 (80% Investors, 0% Brokers)
Phone419-536-5200
Address2400 N Reynolds Rd
Toledo, OH 43615
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402000200620132020
Comparable Firms State AUM ($BB)
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CA 0.2
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MN 0.2
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CA 0.2
Sharper & Granite LLC
CA 0.2
Bridgeway Wealth Partners LLC
NY 0.2
Rowling DOLD & Associates LLP
CA 0.2
GBS Finance LLC
FL 0.2
Williamson & Sneed Incorporated
GA 0.2
Hoertkorn Richard Charles
CA 0.2
Sterling Financial Group Inc
CA 0.2
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