LVW Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

67 Monroe Ave, Pittsford, New York, 1453...

Phone Number

(585) 267-4900

Revenue

<$5 Million

Industry

Finance Securities Trading

About LVW Advisors

LVW Advisors provides a holistic approach to wealth management, integrating deep research capabilities with investment management to create comprehensive strategies for clients. They serve both individuals and families, addressing complex financial needs through tailored financial planning and action plans. Additionally, LVW Advisors supports institutions and nonprofits by implementing mission-driven asset management strategies, allowing them to focus on their core missions. With over 30 years of experience, LVW Advisors aims to simplify the financial complexities faced by their clients.Explore more
LVW Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

LVW Advisors Org Chart

Alice Van Dusen, Founder & Chief Executive Officer at LVW Advisors
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Founder & Chief Executive Officer

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JZ
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Principal, Co Chief Investment Officer

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LS
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Senior Investment Management Associate

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JW
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Senior Partner & Principal

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RV
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Senior Partner

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BC
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Portfolio Specialist

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CV
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Private Wealth Advisor

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AB
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Private Wealth Advisor

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JT
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Private Wealth Advisor

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CV
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Private Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LVW Advisors

<$5M
11-50
Private
-
2011
Alice Van Dusen, Founder & Chief Executive Officer at LVW Advisors
Alice Van DusenFounder & CEO
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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LVW Advisors Tech Stack

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Frequently Asked Questions Regarding LVW Advisors

What is LVW Advisors's official website?
LVW Advisors's official website is www.lvwadvisors.com
What is LVW Advisors's Revenue?
LVW Advisors's revenue is <$5 Million
What is LVW Advisors's SIC code?
LVW Advisors's SIC: 62,628
What is LVW Advisors's NAICS code?
LVW Advisors's NAICS: 52,523
How many employees does LVW Advisors have?
LVW Advisors has 11-50 employees
What industry does LVW Advisors belong to?
LVW Advisors is in the industry of: Finance, Securities Trading
What is LVW Advisors competition?
LVW Advisors top competitors include: Wealth Advisory Services, Darrow Wealth Management, HFG Wealth Management
What companies has LVW Advisors acquired?
LVW Advisors has acquired the companies: Greystone Financial Services, Badgley Phelps Wealth Managers, Brownlie & Braden Advisors, Seabank Capital Management
What technology does LVW Advisors use?
Some of the popular technologies that LVW Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Microsoft 365
How do I contact LVW Advisors?
LVW Advisors contact info: Phone number: (585) 267-4900 Website: www.lvwadvisors.com
What does LVW Advisors do?

LVW Advisors provides a holistic approach to wealth management, integrating deep research capabilities with investment management to create comprehensive strategies for clients. They serve both individuals and families, addressing complex financial needs through tailored financial planning and action plans. Additionally, LVW Advisors supports insti... tutions and nonprofits by implementing mission-driven asset management strategies, allowing them to focus on their core missions. With over 30 years of experience, LVW Advisors aims to simplify the financial complexities faced by their clients.Read More

What are LVW Advisors social media links?
LVW Advisors Linkedin page LVW Advisors Twitter page LVW Advisors Facebook page
Is LVW Advisors a public company?
LVW Advisors is private company therefore does not currently have an official ticker symbol
See more information about LVW Advisors

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