Overview
Assets Under Management: $969 million
Headquarters: HOLLAND, MI
High-Net-Worth Clients: 22
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.65
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 5,242
Discretionary Accounts: 5,242
Regulatory Filings
CRD Number: 124228
Filing ID: 2011930
Last Filing Date: 2025-08-26 17:08:00
Website: https://lvzinc.com