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LVW ADVISORS, LLC

Tel: 585-267-4900
67b Monroe Avenue
Pittsford, New York  14534

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LVW ADVISORS, LLC

LVW ADVISORS, LLC is a Pittsford, New York based financial advisory firm with nearly $2,137,887,826 in assets under management and provides investment advisory services for 2516 clients. There are currently 19 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

159403

SEC#:

801-72830

No. of Clients:

2516

Assets under Management

$2,137,887,826

No. of Advisors:

19

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