ALAN B. LANCZ & ASSOCIATES, INC.
CRD #105363 SEC #801-24450 TOLEDO, OH 419-536-5200
SEC Registered Private Funds
Total AUM
$162.2M
Discretionary
$162.2M
Employees
4
Clients
1
Accounts
159
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANCZ ALAN B | DE | CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ ALAN B | DE | CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ ALAN B | DE | CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LANCZ, ALAN, BRUCE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 28, 2025 REGISTERED
Notice Filings (8)
CA FL IL LA MI NY OH TX
Address
3435 N HOLLAND SYLVANIA RDTOLEDO, OH 43615
United States
Phone: 419-536-5200