Overview
Assets Under Management: $794 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 736
Average Client Assets: $565,109
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 736
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.74
Average High-Net-Worth Client Assets: $565,109
Total Client Accounts: 2,546
Discretionary Accounts: 2,065
Non-Discretionary Accounts: 481
Regulatory Filings
CRD Number: 105950
Filing ID: 1951382
Last Filing Date: 2025-03-13 12:00:00
Website: https://vanfin.com