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Sandra Doctor

LVM CAPITAL MANAGEMENT LTD·PORTAGE, Michigan
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7840 MOORSBRIDGE ROAD, PORTAGE, MI 49024CRD# 2044611Firm CRD# 111039
01

About

Sandra Doctor is a registered financial advisor based in PORTAGE, Michigan, affiliated with LVM CAPITAL MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LVM CAPITAL MANAGEMENT LTD
LVM CAPITAL MANAGEMENT LTD
AUM
$1.2B
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2044611
Firm CRD# 111039
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sandra Doctor offer?
Sandra Doctor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Sandra Doctor's credentials?
Sandra Doctor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Doctor located?
Sandra Doctor is based in PORTAGE, Michigan, working with LVM CAPITAL MANAGEMENT LTD. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Sandra Doctor charge for services?
Sandra Doctor'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 LVM CAPITAL MANAGEMENT LTD?
LVM CAPITAL MANAGEMENT LTD has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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