The LVZ ADVISORS is a privately held investment adviser that advises $1.13Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LVZ ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 45.14% over the last 5-years.
The Group has been registered with the SEC for 20.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 240 SOUTH RIVER AVENUE, HOLLAND, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 18 investment and 6 non-investment staff. The total number of Employees increased by 41.18% over the last 5-years.
Their $1.13Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 35 other accounts. Assets of Individuals clients own $828.91mn or 73.67% of Total Assets and High Net Worth Individuals own $257.31mn or 22.87% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
LVZ ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.