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James Phillip Lorence

LVZ ADVISORS·HOLLAND, Michigan
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240 SOUTH RIVER AVENUE, HOLLAND, MI 49423CRD# 1354331Firm CRD# 124228
01

About

James Phillip Lorence is a registered financial advisor based in HOLLAND, Michigan, affiliated with LVZ ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LVZ, INC.
LVZ, INC.
AUM
$875M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at LVZ, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1354331
Firm CRD# 124228
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Phillip Lorence offer?
James Phillip Lorence specializes in Financial Planning, Investment Management. Contact their office in HOLLAND, Michigan for a consultation.
What are James Phillip Lorence's credentials?
James Phillip Lorence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Phillip Lorence located?
James Phillip Lorence is based in HOLLAND, Michigan, working with LVZ ADVISORS. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does James Phillip Lorence charge for services?
James Phillip Lorence's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LVZ ADVISORS?
LVZ ADVISORS has approximately 25 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in MichiganNational Fee Analysis
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