LeadIQ logo
Learn more at LeadIQ.com

Alan B. Lancz & Associates, Inc. Employee Directory

Investment ManagementOhio, United States11-50 Employees

Alan B. Lancz & Associates, Inc. is an investment advisory firm based in Toledo, Ohio. It operates as a fiduciary, prioritizing the client’s best interests in financial planning, retirement planning, and wealth management. The firm is noted for a disciplined and transparent approach and has earned recognition for its advisory practices on both national and international levels.

Within the investment management field, the firm emphasizes fiduciary duty and transparent, client-centered guidance for financial, retirement, and wealth planning needs. Based in Toledo, it serves individuals seeking structured wealth management and retirement strategies, maintaining a reputation for disciplined methodology.

Find Alan B. Lancz & Associates, Inc. employees' phone numbers or email addresses

Alan B. Lancz & Associates, Inc. Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Asia
2

Minus sign iconPlus sign icon
  • India
    1
  • Singapore
    1

South America
1

Minus sign iconPlus sign icon
  • Chile
    1

Alan B. Lancz & Associates, Inc.'s Leadership

  • Stylized image of a person
    A. F.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. R.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K. L.
    Financial Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. D.
    Executive
    Phone icon
    Mobile Phone

Alan B. Lancz & Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Alan B. Lancz & Associates, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. F.
    President
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 16, 2026
  • Stylized image of a person
    V. R.
    Manager
    Phone icon
    Mobile Phone
    IndiaJharkhand
    Jan 07, 2026
  • Stylized image of a person
    C. J.
    Manager
    Phone icon
    Mobile Phone
    Chile
    Jan 07, 2026
  • Stylized image of a person
    S. K. L.
    Financial Specialist
    Phone icon
    Mobile Phone
    United StatesWisconsin
    May 08, 2026
  • Stylized image of a person
    P. D.
    Executive
    Phone icon
    Mobile Phone
    Singapore
    Jan 07, 2026

Frequently Asked Questions

What is Alan B. Lancz & Associates, Inc. known for?

Minus sign iconPlus sign iconAlan B. Lancz & Associates, Inc. was founded in 1985 operates in the Investment Management industry. The company's main headquarters is located in Toledo, Ohio 43615 United States; you can contact the main corporate office by phone at
+1-419-536-****
. Explore Alan B. Lancz & Associates, Inc.'s company overview page for more information.

What is Alan B. Lancz & Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconAlan B. Lancz & Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alan B. Lancz & Associates, Inc. email formats with LeadIQ.

How many employees does Alan B. Lancz & Associates, Inc. have currently?

Minus sign iconPlus sign iconAlan B. Lancz & Associates, Inc. has approximately 12 employees as of April 2026. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are Alan B. Lancz & Associates, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Alan B. Lancz & Associates, Inc.'s key employees include:

  • President: A. F.
  • Manager: V. R.
  • Manager: C. J.
  • Financial Specialist: S. K. L.
  • Executive: P. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.