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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $162.2M | $162.2M | $0 | 4 | 0 |
| Apr 2025 | $162.2M | $162.2M | $0 | 4 | 0 |
| Mar 2025 | $162.6M | $162.6M | $0 | 3 | 0 |
| Apr 2024 | $162.1M | $162.1M | $0 | 3 | 0 |
| Mar 2024 | $162.1M | $162.1M | $0 | 2 | 0 |
| Mar 2024 | $162.1M | $162.1M | $0 | 2 | 0 |
| Aug 2023 | $150.2M | $150.2M | $0 | 2 | 0 |
| Mar 2023 | $150.2M | $150.2M | $0 | 2 | 0 |
| Aug 2022 | $191M | $191M | $0 | 4 | 0 |
| Mar 2022 | $191M | $191M | $0 | 4 | 0 |
| Nov 2021 | $175M | $175M | $0 | 6 | 0 |
| May 2021 | $175M | $175M | $0 | 6 | 0 |
| Apr 2021 | $169M | $169M | $0 | 5 | 0 |
| Jun 2020 | $161.1M | $161.1M | $0 | 4 | 0 |
| May 2020 | $161.1M | $161.1M | $0 | 4 | 0 |
| Mar 2020 | $161.1M | $161.1M | $0 | 4 | 0 |
| Feb 2019 | $152.2M | $152.2M | $0 | 5 | 0 |
| Jan 2018 | $164M | $164M | $0 | 6 | 0 |
| Jan 2018 | $164M | $164M | $0 | 6 | 0 |
| Jan 2017 | $150.1M | $150.1M | $0 | 6 | 200 |
| Oct 2016 | $153.2M | $153.2M | $0 | 6 | 200 |
| Oct 2016 | $153.2M | $153.2M | $0 | 6 | 200 |
| Oct 2016 | $153.2M | $153.2M | $0 | 6 | 200 |
| Jul 2016 | $153.2M | $153.2M | $0 | 6 | 200 |
| Jan 2016 | $153.2M | $153.2M | $0 | 6 | 200 |
| Jan 2015 | $167M | $167M | $0 | 7 | 200 |
| Sep 2014 | $153.1M | $153.1M | $0 | 7 | 200 |
| Jan 2014 | $153.1M | $153.1M | $0 | 7 | 200 |
| Jan 2013 | $129.1M | $129.1M | $0 | 7 | 200 |
| Apr 2012 | $124.4M | $124.4M | $0 | 6 | 200 |
| Mar 2011 | $121.4M | $121.4M | $0 | 10 | -- |
| Jan 2011 | $121.4M | $121.4M | $0 | 10 | -- |
| Jan 2010 | $104M | $104M | $0 | 10 | -- |
| Mar 2008 | $87.9M | $87.9M | $0 | 5 | -- |
| Jan 2008 | $87.9M | $87.9M | $0 | 5 | -- |
| Jan 2007 | $80.1M | $80.1M | $0 | 5 | -- |
| Jan 2006 | $70.1M | $70.1M | $0 | 5 | -- |
| Jan 2005 | $51.7M | $51.7M | $0 | 5 | -- |
| Dec 2004 | $42M | $42M | $0 | 5 | -- |
DateOct 2025
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees6
Clients0
DateJan 2017
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees6
Clients200
DateOct 2016
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees6
Clients200
DateOct 2016
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees6
Clients200
DateOct 2016
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees6
Clients200
DateJul 2016
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees6
Clients200
DateJan 2016
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees6
Clients200
DateJan 2015
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees7
Clients200
DateSep 2014
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees7
Clients200
DateJan 2014
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees7
Clients200
DateJan 2013
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees7
Clients200
DateApr 2012
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$87.9M
Discretionary$87.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$87.9M
Discretionary$87.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--