LVW Advisors:
An Institutionally-Focused HighTower Advisor

Recently Released!!!
Date Published: October 4, 2013
Summary PPT Deck: 13 Slides

Reference PPT Deck: 27 Slides

LVW Advisors was founded as Lori Van Dusen's team in 1986 and is based in Rochester, NY. The firm has twelve employees and $3.7 billion assets under administration. LVW Advisors is led by its Principal Lori Van Dusen. Its web site can be found at www.lvwadvisors.com.

LVW Advisors' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Smith Barney Broker Phase
  • Lori Van Dusen's Team Phase
  • LVW Convergent Advisors Phase
  • LVW Advisors HighTower Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Comprehensive Financial Planning
  • Investment Consulting
  • Alternative Investments
  • Wealth Preservation
  • Endowments
And its profile concludes with the highlights of its organizational structure & ownership.
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