Overview
Assets Under Management: $620 million
Headquarters: BROADVIEW HTS., OH
High-Net-Worth Clients: 555
Average Client Assets: $527,804
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 555
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.28
Average High-Net-Worth Client Assets: $527,804
Total Client Accounts: 1,776
Discretionary Accounts: 1,514
Non-Discretionary Accounts: 262
Regulatory Filings
CRD Number: 120818
Filing ID: 1993735
Last Filing Date: 2025-06-02 14:56:00
Website: https://vanfin.com