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Alan B. Lancz & Assoc.

3930 Sunforest Court Ste. 110
Toledo, Ohio 43623
United States
 
Contact :      Ms. Jody Stoner
Phone :       (419) 536-5200
Fax :             (419) 536 - 5401
Email :         
Web :           http://

Alan B. Lancz & Assoc. Information

Type of organization :
Total Assets Managed ($Mil) : $40
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1985
Wrap Programs Offered? : No
# of Accounts Managed : 42
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Alan B. Lancz & Assoc. History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Alan B. Lancz & Assoc. Personnel

Mr.  Ron Pawlicki

Client Contact
Tel : (419) 536 2000
Email: abl@ablonline.com

Alan B. Lancz & Assoc. Product Name

Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
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