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LVZ, INC.
LVZ, INC.
HOLLAND, Michigan
·
3 registered advisors
·
CRD# 124228
SEC# 801-66772
14
616-394-4994
01
Firm Overview
AUM
$875M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LVZ, INC.
3 registered advisors
James Phillip Lorence
HOLLAND, Michigan
CRD# 1354331
Nathan Louis Baumann
HOLLAND, Michigan
CRD# 5409584
Ryan J Vanderzwart
HOLLAND, Michigan
CRD# 2621911
05
Office Locations
HOLLAND, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. LVZ, INC. (CRD# 124228) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.