7840 Moorsbridge Road
Portage, Michigan 49024
Tel: 269-321-8120
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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