LVW Advisors LLC
Legal Name: LVW ADVISORS, LLC
67B MONROE AVENUE, PITTSFORD, NY
Other Info
LVW Advisors LLC is legally known as LVW ADVISORS, LLC. It is a DE Limited Liability Company. This firm has 18 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 28, 2011.
Direct Owners
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JOSEPH PATRICK ZAPPIA
PRINCIPAL AND CHIEF COMPLIANCE OFFICER owns less than 5%
-
LORI ANN VAN DUSEN
CHIEF EXECUTIVE OFFICER owns less than 5%
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LVW FLYNN, LLC
MEMBER (MANAGER) owns 75% or more
Indirect Owners
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
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FOCUS OPERATING, LLC
MEMBER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 14, 2019
- 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