Overview
Assets Under Management: $309 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 71
Average Client Assets: $3.4 million
Frequently Asked Questions
VAN LEEUWEN & COMPANY, LLC 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 #126447), VAN LEEUWEN & COMPANY, LLC is subject to fiduciary duty under federal law.
VAN LEEUWEN & COMPANY, LLC is headquartered in PRINCETON, NJ.
VAN LEEUWEN & COMPANY, LLC serves 71 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, VAN LEEUWEN & COMPANY, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VAN LEEUWEN & COMPANY, LLC manages $309 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, VAN LEEUWEN & COMPANY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.53%
Average Client Assets: $3.4 million
Total Client Accounts: 242
Discretionary Accounts: 242
Regulatory Filings
CRD Number: 126447
Filing ID: 1823984
Last Filing Date: 2024-03-14 15:39:00