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LVZ

EST. AUM
$1,125,231,000

CONTACTS
7

CLIENT ACCOUNTS
5,879

Firm Details

Metro area Grand Rapids
CRD Number 124228
Website lvzinc.com
Client types

Overview

LVZ is an investment management firm that works with financial advisors to provide services to their clients. The firm collaborates with advisors to create investment strategies aligned with each client’s goals and risk preferences. LVZ also manages investment accounts while keeping advisors informed and supported in developing their businesses.In addition to investment management, LVZ offers a range of support services, including assistance with business development, marketing, and planning for transitions or changes. The firm focuses on helping advisors succeed in serving their clients effectively.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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