LVW Advisors LLC
Nom légal: LVW ADVISORS, LLC
Autre info
LVW Advisors LLC, une société à responsabilité limitée de DE, a été approuvée par la Securities and Exchange Commission des États-Unis depuis le 28 octobre 2011. La société compte un total de 18 employés, dont 7 travaillent dans des fonctions de conseil, mais le nombre exact de clients servis est inconnu.
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Propriétaires directs
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JOSEPH PATRICK ZAPPIA
PRINCIPAL AND CHIEF COMPLIANCE OFFICER possède Moins de 5%
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LORI ANN VAN DUSEN
CHIEF EXECUTIVE OFFICER possède Moins de 5%
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LVW FLYNN, LLC
MEMBER (MANAGER) possède 75% ou plus
Propriétaires indirects
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER possède 75% ou plus
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FOCUS OPERATING, LLC
MEMBER possède 75% ou plus
Entreprises situées à proximité
Nouvelles
- 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
Principaux fonds
- 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