LVW ADVISORS, LLC

67b Monroe Avenue
Pittsford, New York 14534
Tel: 585-267-4900

About LVW ADVISORS, LLC

LVW ADVISORS, LLC, formally registered with the SEC as LVW ADVISORS, LLC. The firm was established in 10/28/2011. They have over 3 offices throughout the country.

LVW ADVISORS, LLC is a Pittsford, New York based Financial Planning firm with nearly $2,137,887,826 assets under management, offering retirement planning & investment advisory services to 2516 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159403
SEC#	801-72830
Assets Managed by Firm	$2,137,887,826
No. of Clients	2516
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2516	$2,137,887,826
Individuals (other than high net worth individuals)	246	$94,305,319
High net worth individuals	212	$1,219,152,887
Pension and profit sharing plans	Fewer than 5 clients	$3,954,955
Charitable organizations	10	$229,202,955
Corporations or other businesses	12	$591,271,710

More Retirement Planning firms in Pittsford, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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