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, SEC‑registered investment adviser operating as a corporation and serving both individual/family and institutional clients. The firm has been registered since 2006 and functions as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee offerings include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
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
Eric Sale
Financial PlannerCRD 5720093
Julie Endicott
Investment Adviser RepresentativeCRD 4048022
Joshua Franken
Financial AdvisorCRD 7210527
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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