Alan B. Lancz & Associates, Inc., OH — Investment Adviser | BuildTrust

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ALAN B. LANCZ & ASSOCIATES, INC.

Investment AdviceTOLEDO, OH

Assets Under Management

$162.2M

Total AUM

Donut chart: Discretionary 162.2M
Category	Value
Discretionary	162.2M

Adviser Information

Field	Value
CRD Number	105363
SEC Number	801-24450
Street Address	3435 N HOLLAND SYLVANIA RD
Location	TOLEDO, OH 43615
Country	United States
Phone	419-536-5200
Fax	419-536-5401
Total Employees	4

Client Count by Type (159 Total)

Horizontal bar chart: High Net Worth Individual… 130, Individuals (other than H… 16, Pension/Profit Sharing Pl… 8, Charitable Organizations 3, Pooled Investment Vehicle… 2
Category	Value
High Net Worth Individual…	130
Individuals (other than H…	16
Pension/Profit Sharing Pl…	8
Charitable Organizations	3
Pooled Investment Vehicle…	2