LVR RESEARCH, LLC

Overview

LVR Research, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing includes a percentage-of-assets-under-management fee schedule alongside the ability to charge hourly for certain services. LVR Research does not identify as an ESG investor, is not a multi-state adviser, and does not function as a capital allocator. The firm lists an industry affiliation as an “Other Investment Adviser.”

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Public Holdings

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Location & Offices