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 06/30/17. The fund's latest filing disclosed 278MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/17. The fund's latest filing disclosed 278MM in positions, representing 84% of the manager's regulatory AUM.
LVZ ADVISORS INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LVZ ADVISORS INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEFA | 14.05% | ETF | 6.72% | 0.07% | 0 | 4% | ||
| IVW | 11.87% | ETF | 7.56% | 0.17% | 0 | 2% | ||
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FEATURED IN
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
HOLLAND, Michigan
UNITED STATES, 49423
LVZ ADVISORS INC. Contact Information
Phone Number: 616-394-4994
Fax Number: 616-394-5986
Website: null
Fax Number: 616-394-5986
Website: null
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