Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > holland > LVZ, INC.
LVZ, INC.
240 South River Avenue
Holland, Michigan 49423
Tel: 616-394-4994
About LVZ, INC.
LVZ, INC, formally registered with the SEC as LVZ, INC. The firm was established in 05/17/2006. They have over 15 offices throughout the country.
LVZ, INC. is a Holland, Michigan based Financial Planning firm with nearly $874,644,000 assets under management, offering retirement planning & investment advisory services to 5075 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124228 |
| SEC# | 801-66772 |
| Assets Managed by Firm | $874,644,000 |
| No. of Clients | 5075 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5075 | $874,644,000 |
| Individuals (other than high net worth individuals) | 2277 | $667,839,000 |
| High net worth individuals | 121 | $184,669,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $452,000 |
| Charitable organizations | 7 | $1,905,000 |
| Corporations or other businesses | 10 | $7,462,000 |
More Retirement Planning firms in Holland, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Holland, Michigan