LVZ ADVISORS INC. Overview

Lvz Advisors Inc. is an investment advisor that manages 331.2 MM dollars in regulatory AUM and has 9 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 233MM in positions, representing 70% of the manager's regulatory AUM.

LVZ ADVISORS INC. StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

LVZ ADVISORS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USMV 13.51% ETF -2.42% -0.58% 0 5%
NEAR 9.97% ETF 0.24% -0.05% 3 1%
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FEATURED IN
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LVZ ADVISORS INC. Founders and Key Employees

Name Title In Position Since
James P. Lorence President April-1989
Ryan J. Vanderzwart Chief Compliance Officer/Sr Vice President January-2000
Nathan L. Baumann Vice President January-2011

LVZ ADVISORS INC. Brokers, Custodians, Auditors and Administrators

Type Company

LVZ ADVISORS INC. Investment Strategy

LVZ ADVISORS INC. Portfolio Concentration

LVZ ADVISORS INC. Location

240 SOUTH RIVER AVENUE
HOLLAND, Michigan
UNITED STATES, 49423

LVZ ADVISORS INC. Contact Information

Phone Number: 616-394-4994
Fax Number: 616-394-5986
Website:

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