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Building 2LVZ, INC.

Map pinHOLLAND, MI
Phone616-394-4994
NotebookSEC #801-66772
Total AUM
$1.1B
Employees
24
Clients
2,473

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 SOUTH RIVER AVENUE
HOLLAND
MI 49423
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
616-394-4994
Other Offices
14

ReceiptFinancials

Total AUM
$1.1B
Accounts
5,879
Discretionary
$1.1B
Accounts
5,879
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,312
AUM
$828.9M
HNW Individual Clients
126
AUM
$257.3M
Pension/Profit Sharing Plan Clients
14
AUM
$21.3M
Charitable Organization Clients
9
AUM
$2.7M
Corporation or Business Clients
12
AUM
$15M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILINKSLAMAMIMONCNYOHPARISCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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