LVW Advisors
Investment Management • 
Pittsford, New York, United States • 11-20 Employees
Company overview
| Headquarters | 67 Monroe Ave, Pittsford, New York 14534, US |
| Phone number | +15855044599 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Management, Financial, Research, CFA, Cima, Entertainers, Wealth Management, Risk Management, Entrepreneurs, Nonprofits, Foundations, CFP, Private Foundations, Investment Advisors, Athletes, Estates, High Net Worth, Institutions, Financial Planners, Ultra High Net Worth, Affluent Individuals |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contacts at LVW Advisors
Lori Van Dusen
Founder And Ceo
Cassandra Luster
Human Resources Director
Lori Van Dusen
Founder/Ceo
LVW Advisors Email Formats
LVW Advisors uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@lvwadvisors.com), used 52% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@lvwadvisors.com | 52% |
{first initial}{last name} | jdoe@lvwadvisors.com | 40% |
{first initial}{second initial}{last name} | jodoe@lvwadvisors.com | 8% |
About 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. Recognized 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. Our 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.
LVW Advisors revenue & valuation
| Annual revenue | $10,700,000 |
| Revenue per employee | $625,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $34,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
LVW Advisors has 12 employees across 6 departments.
Departments
Number of employees
Funding Data
LVW Advisors has never raised funding before.
LVW Advisors Tech Stack
Discover the technologies and tools that power LVW Advisors's digital infrastructure, from frameworks to analytics platforms.
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