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| Happy Holidays!! thanks for using AUM13F!! |
| van Leeuwen & Associates Inc
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|---|---|
| CRD # | 289463 |
| SEC # | 801-111092 |
| CIK # | |
| AUM | $460.7 M (2025-03-15) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 859-626-3400 |
| Address | 808 West Main Street Richmond, KY 40475 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 493 | 167.7 |
| (b) Individuals (high net worth individuals) | 140 | 281.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 11.2 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,115 | 460.7 |
| By Discretionary | ||
| Discretionary | 1,115 | 460.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,115 | 460.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.7 | |
| Total | 1,115 | 460.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Autopilot Advisers LLC
✚
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NY | 0.5 |
|
Oakwell Private Wealth Management LLC
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TX | 0.5 |
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Aquire Wealth Advisors LLC
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UT | 0.5 |
|
Lifemark Securities Corp
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NY | 0.5 |
|
Pinnacle Wealth Advisors Inc
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OR | 0.5 |
|
Synergy Investment Management LLC
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FL | 0.5 |
|
Evergreen Wealth Solutions LLC
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|
PA | 0.5 |
|
ACT Wealth Management LLC
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|
TX | 0.5 |
|
Lowe Wealth Advisors LLC
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|
MD | 0.5 |
|
FSA Wealth Management LLC
✚
|
MA | 0.5 |