LVW ADVISORS, LLC

PITTSFORD, New York·8 registered advisors·CRD# 159403
SEC# 801-728302585-267-4900
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LVW ADVISORS, LLC

8 registered advisors
Christine Mary Porter
PITTSFORD, New York
Jeffrey Reed Wagner
PITTSFORD, New York
Joseph Patrick Zappia
PITTSFORD, New York
Kim Congdon Pugliese
PITTSFORD, New York
Lori Ann Van Dusen
PITTSFORD, New York
Richard Alan Dyer
PITTSFORD, New York
Richard H Van Kuren
PITTSFORD, New York
Victoria Ann Hemiup
PITTSFORD, New York
05

Office Locations

PITTSFORD, New York
8 advisors

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Data sourced from SEC Form ADV filings. LVW ADVISORS, LLC (CRD# 159403) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.