Lvz, Inc.
Firm details
- Headquarters
- Holland, Michigan
- CRD number
- 124228
- Registered since
- May 17, 2006
- Website
- www.lvzinc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73.67%
- HNWI22.87%
- Pension & Profit Sharing Plans1.89%
- Corporations / Businesses1.34%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lvz, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2006. The firm serves both individuals/families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. Lvz, Inc. identifies itself as a capital allocator and uses third-party external managers to implement alternatives; it is not positioned as an ESG-focused or multi-state pension consultant. The firm lists an industry affiliation with accountants, which may support its planning and tax-coordination capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents7%
- Exchange Traded Equities6%
- Other3%
Contacts
3 of 17
Ryan Vanderzwart
Partner and Financial PlannerCRD 2621911
Julie Devisser
Compliance ManagerCRD 4562984
Joseph Bartmess
Investment Advisor RepresentativeCRD 2073071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$1.1B in ETFs
65%
$741M
34%
$397M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $143M | 1,036,902 | 12.53% |
Location
Holland, MI
Ottawa
Location
Holland, MI
Headquartered in Holland, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 240 S River Ave
- Time zone
- ET (UTC-5)
- Office locations
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