LVW Advisors Revenue and Competitors

Pittsford, NY USA

Location

N/A

Total Funding

Investments

Industry

Employee Data

  • LVW Advisors has 18 Employees.(i)
  • LVW Advisors grew their employee count by 0% last year.

LVW Advisors's People

NameTitleEmail/Phone
1
Principal, Co Chief Investment OfficerReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
Director OperationsReveal Email/Phone
4
Institutional Consultant, Manager ResearchReveal Email/Phone
5
Client Relationship ManagerReveal Email/Phone
6
Office ManagerReveal Email/Phone
7
Client Relationship ManagerReveal Email/Phone
8
Senior PartnerReveal Email/Phone
9
Private Wealth AdvisorReveal Email/Phone
10
Client Operations SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.3M383%N/AN/A
#2
$38.8M15911%N/AN/A
#3
$58.2M23810%N/AN/A
#4
$37.1M152-7%N/AN/A
#5
$3.5M2525%N/AN/A
#6
$6.5M356%N/AN/A
#7
$17.9M798%N/AN/A
#8
$282.4M8700%N/AN/A
#9
$6M205%$73MN/A
#10
$46.2M1852%N/AN/A
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What Is LVW Advisors?

LWV Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide. Our firm provides a full-suite of sophisticated services including research, investment and wealth management, financial planning and consulting to high net-worth individuals, trusts, estates, private foundations and business entities.\n\nRecognized for experience in alternatives and have a reputation in the financial and investment community for our advice and expertise, we apply the discipline and rigor of our institutional business to all client segments and are accountable, transparent and continually re-underwrite each of our investments. We believe reputation in industry, experience, institutional client base and network gives LVW unique access to investment ideas. \n\nOur open-source approach allows our team to leverage insight and research from providers with subject matter and asset class expertise. With our focus on you and your investments, we support individual families and institutions with sophisticated strategies in the areas of outsourced CFO and tax services, investment banking and lending, and estate planning and risk management, all done with our client’s interests above all else.

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Total Funding

18

Number of Employees

N/A

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$2.9M20-23%N/A
#2
$4.5M23-12%N/A
#3
$3.6M25-7%N/A
#4
$5M250%N/A
#5
$2.6M26N/AN/A