Overview
Assets Under Management: $461 million
Headquarters: RICHMOND, KY
High-Net-Worth Clients: 140
Average Client Assets: $2 million
Frequently Asked Questions
VAN LEEUWEN & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289463), VAN LEEUWEN & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
VAN LEEUWEN & ASSOCIATES, INC. is headquartered in RICHMOND, KY.
VAN LEEUWEN & ASSOCIATES, INC. serves 140 high-net-worth clients according to their SEC filing dated March 15, 2025. View client details ↓
According to their SEC Form ADV, VAN LEEUWEN & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VAN LEEUWEN & ASSOCIATES, INC. manages $461 million in client assets according to their SEC filing dated March 15, 2025.
According to their SEC Form ADV, VAN LEEUWEN & ASSOCIATES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,115
Discretionary Accounts: 1,115
Regulatory Filings
CRD Number: 289463
Filing ID: 1943451
Last Filing Date: 2025-03-15 18:00:00
Website: https://lpl.com