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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 |
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