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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-05-2019
- Office Locations
- 1
Office Locations
About LVS Advisory LLC
LVS Advisory is a boutique RIA providing active investment management for individuals, families, and institutions. It runs two strategies: an event-driven, absolute-return portfolio emphasizing capital preservation across equities and credit, and an unconstrained, concentrated global equity growth portfolio focused on tax-efficient long-term appreciation. Portfolios are managed in separate accounts held in clients’ names for full transparency, and managers invest alongside clients.
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Owner & Executives
LUIS VASILIOS SANCHEZ
Chief Compliance Officer, Managing Partner
- CRD
- #6530417
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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