LVW Advisors Revenue and Competitors
Employee Data
- LVW Advisors has 18 Employees.
- LVW Advisors grew their employee count by 0% last year.
LVW Advisors's People
Name | Title | Email/Phone |
---|---|---|
1 | Principal, Co Chief Investment Officer | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | Director Operations | Reveal Email/Phone |
4 | Institutional Consultant, Manager Research | Reveal Email/Phone |
5 | Client Relationship Manager | Reveal Email/Phone |
6 | Office Manager | Reveal Email/Phone |
7 | Client Relationship Manager | Reveal Email/Phone |
8 | Senior Partner | Reveal Email/Phone |
9 | Private Wealth Advisor | Reveal Email/Phone |
10 | Client Operations Specialist | Reveal Email/Phone |
LVW Advisors Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $7.3M | 38 | 3% | N/A | N/A |
#2 | $38.8M | 159 | 11% | N/A | N/A |
#3 | $58.2M | 238 | 10% | N/A | N/A |
#4 | $37.1M | 152 | -7% | N/A | N/A |
#5 | $3.5M | 25 | 25% | N/A | N/A |
#6 | $6.5M | 35 | 6% | N/A | N/A |
#7 | $17.9M | 79 | 8% | N/A | N/A |
#8 | $282.4M | 870 | 0% | N/A | N/A |
#9 | $6M | 20 | 5% | $73M | N/A |
#10 | $46.2M | 185 | 2% | N/A | N/A |
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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $2.9M | 20 | -23% | N/A |
#2 | $4.5M | 23 | -12% | N/A |
#3 | $3.6M | 25 | -7% | N/A |
#4 | $5M | 25 | 0% | N/A |
#5 | $2.6M | 26 | N/A | N/A |