Alan B. Lancz & Associates, Inc.

Overview

Alan B. Lancz & Associates, Inc. is an SEC registered investment adviser based in Toledo, OH, registered since 1985. It reports $175M in assets under management across 110 accounts, with 4 employees. It has 1 investment adviser representatives.

Reported AUM

$175M

Discretionary

100%

Accounts

110

Average account

$1.6M

Employees

4

Advisory reps

1

Registered since

1985

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Alan Bruce Lancz President CRD 731986
• John Keith Dwyer Chief Compliance Officer CRD 2551964

Advisory reps 1 of 1

• Alan B Lancz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 731986

Location

Headquarters

3435 N Holland Sylvania Rd
Toledo, OH 43615

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: ablonline.com

Every state, with registration dates

Similar firms near Toledo

• Seniors Housing Fund Manager LLCToledo, OH$3.8B AUM
• KMG Fiduciary Partners, LLCToledo, OH$1.7B AUM
• Croak CapitalToledo, OH$364M AUM
• Structured Wealth Management, Inc.Toledo, OH$227M AUM
• Gurnee Group, LLCToledo, OH$21.7M AUM