Lvw Advisors, LLC is a large advisory firm based in Pittsford. It manages $1.79 billion of regulatory assets for 1,717 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
Lvw Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lvw Advisors, LLC is $1.79 billion. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lvw Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Lvw Advisors is high net worth individuals with 158 clients and $844.55 million of assets under management. Among the 11 most similar advisory firms, Lvw Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.75 billion for 380 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Lvw Advisors doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Focus Financial Partners Inc. joined the executive team most recently as the Member.
The principal office where Lvw Advisors, LLC performs its advisory services is located at 67 B Monroe Avenue, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-267-4900 or by fax 888-444-8063. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at lvwadvisors.com and its LinkedIn profile.