LVW Advisors LLC
Nombre legal: LVW ADVISORS, LLC
Detalles de contacto completos
LVW Advisors LLC
67B MONROE AVENUE, PITTSFORD, NY
585-267-4900
888-444-8063
Otra información
LVW Advisors LLC, una compañía de responsabilidad limitada DE, ha sido aprobada por la Comisión de Valores y Bolsa de los Estados Unidos desde el 28 de octubre de 2011. La firma tiene un total de 18 empleados, con 7 trabajando en roles de asesoramiento, pero el número exacto de clientes atendidos es desconocido.
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At LVW Advisors we provide a holistic approach that pairs deep research capabilities and investment management combining into fully integrated wealth management strategies. Learn more on our "Home" page.
Propietarios directos
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JOSEPH PATRICK ZAPPIA
PRINCIPAL AND CHIEF COMPLIANCE OFFICER posee menos de 5%
-
LORI ANN VAN DUSEN
CHIEF EXECUTIVE OFFICER posee menos de 5%
-
LVW FLYNN, LLC
MEMBER (MANAGER) posee 75% o más
Propietarios indirectos
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
-
FOCUS OPERATING, LLC
MEMBER posee 75% o más
Empresas ubicadas cerca
Noticias
- Unpacking the Strategic Moves: LVW Advisors' Portfolio Adjustments in Early 2024
- LVW Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- LVW Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- LVW Advisors, LLC Q1 2023 vs. Q2 2023: A Comprehensive Analysis of Fund Holdings
- LVW Advisors' Q4 2022 13F Holdings Revealed: Ins and Outs of the Portfolio Shifts
Top Holdings
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $35,866k
- VANGUARD INDEX FDS GROWTH ETF $28,775k
- SCHWAB STRATEGIC TR $19,057k
- PIMCO ETF TR $13,353k
- Schwab US Tips ETF (SCHP) $13,331k
- VANGUARD CHARLOTTE FDS $12,564k
- FIRST TR EXCHANGE TRADED FD $9,823k
- Apple Inc $9,140k
- ISHARES TR CORE S&P500 ETF $8,801k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $8,589k