LVZ Advisors
Nome legal: LVZ ADVISORS
Detalhes completos de contato
LVZ Advisors
240 SOUTH RIVER AVENUE, HOLLAND, MI
616-394-4994
616-394-5986
Outras informações
A LVZ Advisors, legalmente conhecida como LVZ ADVISORS, é uma corporação de Michigan com uma equipe de 12 funcionários, 10 dos quais fornecem serviços de consultoria ao seu único cliente. O status da empresa na SEC está atualmente listado como Aprovado com uma data de registro de 17 de maio de 2006, estabelecendo sua conformidade com os requisitos regulatórios.
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.
Proprietários diretos
-
JAMES PHILLIP LORENCE
PRESIDENT é proprietária mais de 50% mas menos de 75%
-
NATHAN LOUIS BAUMANN
VICE PRESIDENT é proprietária mais de 10% mas menos de 25%
-
RYAN J VANDERZWART
CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT é proprietária mais de 25% mas menos de 50%
Empresas localizadas nas proximidades
Notícia
- 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
Principais Participações
- 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