LVZ Advisors
Nombre legal: LVZ ADVISORS
Detalles de contacto completos
LVZ Advisors
240 SOUTH RIVER AVENUE, HOLLAND, MI
616-394-4994
616-394-5986
Otra información
LVZ Advisors, legalmente conocido como LVZ ADVISORS, es una corporación de Míchigan con un equipo de 12 empleados, de los cuales 10 brindan servicios de asesoramiento a su único cliente. El estado de la SEC de la compañía está actualmente registrado como Aprobado con una fecha de registro del 17 de mayo de 2006, estableciendo su cumplimiento con los requisitos regulatorios.
Homepage | LVZ Investment Management
We'll free you of your day-to-day money management duties so you can focus on your client’s needs and growing your business.
Clients: LVZ Advisors | Professional Money Management Services
Search Investment Advisers Public Disclosure Investment Advisers Public Disclosure Professional Money Management Services LVZ Advisors Why does your financial consultant partner with LVZ Advisors? COMPETENCE—CONFIDENCE—CHARACTER Our Team Why LVZ? Even the most successful professional racers depe…
LVZ
LVZ Financial Planning is located in Holland, Michigan with over 50 years of financial planning expertise and excellence.
Propietarios directos
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JAMES PHILLIP LORENCE
PRESIDENT posee más del 50% pero menos del 75%
-
NATHAN LOUIS BAUMANN
VICE PRESIDENT posee más del 10% pero menos del 25%
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RYAN J VANDERZWART
CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT posee más del 25% pero menos del 50%
Empresas ubicadas cerca
Noticias
- Navigating the Winds of Change: A Deep Dive into LVZ, Inc.'s Investment Strategies from Q4 2023 to Q1 2024
- LVZ, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- LVZ, Inc. Q1 2023 vs. Q2 2023: A Comprehensive Analysis of 13F Holdings Comparison
- Investment Fund LVZ, Inc.: A Look at their Q4 2022 vs. Q1 2023 Holdings
Top Holdings
- ISHARES TR CORE S&P MCP ETF $82,010k
- FIRST TR EXCHNG TRADED FD VI $36,322k
- ISHARES TR CORE S&P SCP ETF $36,150k
- ISHARES TR S&P 500 VAL ETF $35,956k
- ISHARES TR S&P 500 GRWT ETF $35,900k
- ISHARES TR $33,319k
- GOLDMAN SACHS ETF TR $33,268k
- ISHARES INC CORE MSCI EMKT $25,255k
- FIRST TR EXCHNG TRADED FD VI $23,122k
- FIRST TR EXCHANGE TRADED FD $17,317k