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| Keyboard |
| LVZ Inc
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|---|---|
| CRD # | 124228 |
| SEC # | 801-66772 |
| CIK # | 0001574408 |
| AUM | 1,125.2 M (2026-03-25) |
| Employees | 24 (75% Investors, 8% Brokers) |
| Phone | 616-394-4994 |
| Address | 240 South River Avenue Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Amazon Com Inc | 3.4 | ||
| Microsoft Corp | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,312 | 828.9 |
| (b) Individuals (high net worth individuals) | 126 | 257.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 21.3 |
| (h) Charitable organizations | 9 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,879 | 1,125.2 |
| By Discretionary | ||
| Discretionary | 5,879 | 1,125.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,879 | 1,125.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,125.2 | |
| Total | 5,879 | 1,125.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001574408] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
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