LVW Advisors is an investment advisor in Pittsford with $2.20 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453236255
SEC advisor number
801-72830
FINRA CRD number
159403
AUM ?
$1.93 bn
(as of 27 Sep 23)
Accounts
2,316
(as of 27 Sep 23)
Employees
19
(11 investment advisory or research)
Address
LVW Advisors
67B MONROE AVE.
PITTSFORD
NY 14534
67B MONROE AVE.
PITTSFORD
NY 14534
Phone
(585) 267-4900
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21