LVW ADVISORS LLC Overview

Lvw Advisors Llc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 289MM in positions, representing 15% of the manager's regulatory AUM.

LVW ADVISORS LLC StockAlpha

-3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LVW ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VUG 19.78% ETF -2.44% -0.8% 1 3%
VEA 11.88% ETF -3.85% -0.65% 0 8%
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FEATURED IN
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LVW ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Lori A. Van Dusen Chief Executive Officer October-2011
Victoria A. Hemiup Chief Compliance Officer September-2013
Richard H. Van Kuren Chief Operation Officer October-2011

LVW ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company

LVW ADVISORS LLC Investment Strategy

Item 8. Client Contact with Portfolio Managers


There are no restrictions on clients’ ability to contact and consult with ZFW. Clients can generally contact the Independent Managers managing their portfolios through ZFW by providing the Firm with written request and identification of the questions or issues to be discussed with the Independent Managers. After receiving the client’s written request, ZFW, at its sole discretion, may contact the Independent Managers for the client or arrange for the Independent Managers and the client to communicate directly.



Item 9. Additional Information


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LVW ADVISORS LLC Portfolio Concentration

LVW ADVISORS LLC Location

67B MONROE AVENUE
PITTSFORD, New York
UNITED STATES, 14534

LVW ADVISORS LLC Contact Information

Phone Number: 585-267-4900
Fax Number: 888-444-8063
Website:

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