LVZ Advisors
Legal Name: LVZ ADVISORS
Other Info
LVZ Advisors, legally known as LVZ ADVISORS, is a Michigan Corporation with a team of 12 employees, 10 of which provide advisory services to its sole client. The company's SEC status is currently listed as Approved with a registration date of May 17, 2006, establishing its compliance with regulatory requirements.
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.
Direct Owners
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JAMES PHILLIP LORENCE
PRESIDENT owns more than 50% but less than 75%
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NATHAN LOUIS BAUMANN
VICE PRESIDENT owns more than 10% but less than 25%
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RYAN J VANDERZWART
CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT owns more than 25% but less than 50%
Firms Located Nearby
News
- 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