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Building 2LVW ADVISORS, LLC

Map pinPITTSFORD, NY
Phone585-267-4900
NotebookSEC #801-72830
Total AUM
$2.5B
Employees
19
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
67B MONROE AVENUE
PITTSFORD
NY 14534
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
585-267-4900
Other Offices
2

ReceiptFinancials

Total AUM
$2.5B
Accounts
2,625
Discretionary
$1.9B
Accounts
2,397
Non-Discretionary
$575.3M
Accounts
228

ContactClients

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Individual Clients
246
AUM
$86.7M
HNW Individual Clients
247
AUM
$1.5B
Pension/Profit Sharing Plan Clients
6
AUM
$6.7M
Charitable Organization Clients
9
AUM
$232.6M
Corporation or Business Clients
11
AUM
$620.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMANCNJNYPASCTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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