Lvz, Inc.

Lvz, Inc. (CRD# 124228) is a financial advisory firm headquartered in Holland, MI. They manage $874,644,000 in 5,075 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
240 South River Avenue, Holland, MI 49423
https://www.linkedin.com/company/lvzinvestmentmanagement
By the Numbers
  • Total Assets Under Management
    875
    MILLION
  • Total Number of Accounts
    5,075
    ACCOUNTS
  • Average Account Value
    $172,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NH, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI

Financial Advisors at Lvz, Inc.
Showing 11 - 13 of 13 top financial advisors.
11
Ralph Wood, financial advisor Grand Rapids MI
Ralph A. Wood
CRD#: 1558917
1600 E Beltline Ne Suite 214, Grand Rapids, MI 49525

Ralph Wood (CRD# 1558917) is an Investment Advisor Representative working at Lvz, Inc. in Grand Rapids, MI and has over 37 years of experience in the finance industry.

12
Peter Ruther, financial advisor Holland MI
Peter C. Ruther
CRD#: 7696352
240 South River Avenue, Holland, MI 49423

Peter Ruther (CRD# 7696352) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has 1 year of experience in the finance industry.

13
Nathan Wood, financial advisor Grand Rapids MI
Nathan C. Wood
CRD#: 6432889
1600 E Beltline Ne, Grand Rapids, MI 49525

Nathan Wood (CRD# 6432889) is an Investment Advisor Representative working at Lvz, Inc. in Grand Rapids, MI and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals