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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