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Lvz, Inc.

● SEC registered since 2006CRD 124228SEC# 801-66772Holland, MI
Export (members)
Reg. AUM
$969.2M
Employees
25
Accounts
5,242
Location
Holland, MI

Lvz, Inc. assets under management

Lvz, Inc. is an SEC-registered investment adviser based in Holland, MI. The firm has been registered since 2006. It reports $969.2 million in regulatory assets under management and employs 25 people.

Lvz, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Nathan Louis Baumann ControlVice President25-50%2011
Ryan J Vanderzwart ControlPresident/Chief Compliance Officer50-75%2000

Frequently asked questions

How much does Lvz, Inc. manage?

Lvz, Inc. reports $969.2 million in regulatory assets under management on its Form ADV.

How many employees does Lvz, Inc. have?

Lvz, Inc. reports 25 employees.

Where is Lvz, Inc. located?

Lvz, Inc. is based in Holland, MI and has been SEC-registered since 2006.

Does Lvz, Inc. disclose fund performance?

Lvz, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address240 South River Avenue, Holland, MI 49423
Phone616-394-4994
Fax616-394-5986
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$969.2M
Non-discretionary$0
Total (RAUM)$969.2M