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Building 2LVM CAPITAL MANAGEMENT LTD

Map pinPORTAGE, MI
Phone269-321-8120
NotebookSEC #801-32681
Total AUM
$1.3B
Employees
15
Clients
1,407

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7840 MOORSBRIDGE ROAD
PORTAGE
MI 49024
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
269-321-8120
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,407
Discretionary
$1.3B
Accounts
1,392
Non-Discretionary
$36.7M
Accounts
15

ContactClients

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HNW Individual Clients
1,341
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M
Charitable Organization Clients
65
AUM
$130.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMINETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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