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| LVZ Inc
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|---|---|
| CRD # | 124228 |
| SEC # | 801-66772 |
| CIK # | 0001574408 |
| AUM | $874.6 MM (2024-05-28) |
| Employees | 23 (78% Investors, 9% Brokers) |
| Phone | 616-394-4994 |
| Address | 240 South River Avenue Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001574408 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 5.0 | |
| Amazon Com Inc | 1,092,997.8 | 2.5 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,277 | 667.8 |
| (b) Individuals (high net worth individuals) | 121 | 184.7 |
| (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 | 0 | 0.5 |
| (h) Charitable organizations | 7 | 1.9 |
| (i) State or municipal government entities | 0 | 12.3 |
| (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 | 10 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 5,075 | 874.6 |
| By Discretionary | ||
| Discretionary | 4,834 | 853.4 |
| Non-Discretionary | 241 | 21.2 |
| Total | 5,075 | 874.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 874.6 | |
| Total | 5,075 | 874.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001574408] |
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|---|---|---|
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AR | 0.9 |