LVM CAPITAL MANAGEMENT LTD

7840 Moorsbridge Road
Portage, Michigan 49024
Tel: 269-321-8120

About LVM CAPITAL MANAGEMENT LTD

LVM CAPITAL MANAGEMENT LTD, formally registered with the SEC as LVM CAPITAL MANAGEMENT LTD. The firm was established in 08/15/1988. They have over 2 offices throughout the country.

LVM CAPITAL MANAGEMENT LTD is a Portage, Michigan based Financial Planning firm with nearly $1,176,147,625 assets under management, offering retirement planning & investment advisory services to 1344 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111039
SEC#	801-32681
Assets Managed by Firm	$1,176,147,625
No. of Clients	1344
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1344	$1,176,147,625
High net worth individuals	1283	$1,055,340,293
Pension and profit sharing plans	1	$3,755,119
Charitable organizations	60	$117,052,213

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