|
⚲
|
| Kevin E Vandenberg LLC
✚
|
|
|---|---|
| CRD # | 173687 |
| SEC # | 801-107567 |
| CIK # | |
| AUM | $120.6 M (2026-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 315-380-0957 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 20.6 |
| (b) Individuals (high net worth individuals) | 24 | 98.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 326 | 120.6 |
| By Discretionary | ||
| Discretionary | 326 | 120.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 326 | 120.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.6 | |
| Total | 326 | 120.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Women's Wealth Advisor
✚
|
NJ | 0.1 |
|
Emerald Asset Management Inc
✚
|
NC | 0.1 |
|
Williams and Schiller Wealth Management LLC
✚
|
ID | 0.1 |
|
Future Bright LLC
✚
|
0.1 | |
|
Leder Fiduciary Capital LLC
✚
|
TX | 0.1 |
|
10Elms LLP
✚
|
OK | 0.1 |
|
Ironhorse Capital LLC
✚
|
TN | 0.1 |
|
Trott Brook Financial Inc
✚
|
MN | 0.1 |
|
Advanced Planning Advisors Group Inc
✚
|
IL | 0.1 |
|
Fullerton Advisors LLC
✚
|
CA | 0.1 |