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