LVW Advisors

  • Investment Bank/Securities Brokerage
  • Pittsford NY
  • 21 employees
  • Investment Management
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Company Overview

Headquarters
67 Monroe Ave, Pittsford NY
Website
lvwadvisors.com
Phone
(585) 267-4900
Employees
21
Founded in
2011
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$7B

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Who is LVW Advisors

, a bit.

Company Leadership

Lori Dusen

Founder and CEO

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Kim Pugliese

Managing Partner, COO at LVW Advisors

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Richard Van Kuren

Senior Partner

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Richard Kuren

Senior Partner

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LVW Advisors Industry Tags

high net worth
institutions
research
estates
private foundations
entrepreneurs
affluent individuals
nonprofits
foundations
athletes
entertainers
wealth management
Investment Management
risk management
financial
ultra high net worth
investment advisors
financial planners
CIMA
CFA
CFP
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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LVW Advisors Tech Stack

JavaScript
HTML
PHP
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7M 55 Chicago, IL 2015
7M 36 Miami, FL 2004
7M 26 Anchorage, AK 1992
7M 21 San Francisco, CA
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FAQ

What is the location of LVW Advisors's headquarters?
The headquarters of LVW Advisors are situated at 67 Monroe Ave, Pittsford NY
What is LVW Advisors's phone number?
LVW Advisors's contact number is (585) 267-4900.
What is LVW Advisors's official website?
The official website of LVW Advisors can be found at lvwadvisors.com.
What is LVW Advisors's current revenue?
As of January 2015, LVW Advisors's annual revenue reached $7B.
How many employees does LVW Advisors currently have?
LVW Advisors employs approximately 21+ people as of January 2015
Which industries is LVW Advisors primarily operating in?
LVW Advisors operates in the following industries: Investment Management
Who is the Founder and CEO of LVW Advisors?
LVW Advisors's Founder and CEO is Lori Dusen
What are LVW Advisors's industry tags?
LVW Advisors's industry tags include: high net worth, institutions, research
When was LVW Advisors founded?
LVW Advisors was founded in 2011.

Employee Directory

Key Employees

Jeff Wagner

Managing Partner

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Nicolle Woodson

Project Manager [2018 - 2020] Consultant [2020 - Present] Executive Assistant [2016 - 2018]

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Joseph Zappia

Principal, Co Chief Investment Officer

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Kimberly DeWitt

Client Operations Specialist

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