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Alan L
Series 63
Toledo, OH
Alan B. Lancz & Associates, Inc.
Alan Lancz is the sole advisor at Alan B. Lancz & Associates, Inc., holding a Series 63 license with 45 years of industry experience. He has been with his current firm since 1985 and previously worked at International Assets Advisory, LLC and Crescent Securities Group, Inc. Lancz also serves as Director of Research for Lancz Global LLC, a subscription-based independent research firm, and provides strategic leadership for national track and trace companies. Alan B. Lancz & Associates, Inc. is an SEC-registered investment adviser managing discretionary portfolios for individuals, family offices, retirement plans, foundations, and pooled investment vehicles, with approximately $175 million in assets under management. The firm employs fundamental analysis and tailored portfolio construction, offering a broad range of investment tools and specialized services including ethical and faith-based guidelines. It is notable for managing private energy-sector partnerships and affiliated businesses such as private real estate LLCs, proprietary research, and an early-stage AI platform.
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