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| van Leeuwen & Associates Inc
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|
|---|---|
| CRD # | 289463 |
| SEC # | 801-111092 |
| CIK # | |
| AUM | $378.3 MM (2024-08-08) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 859-626-3400 |
| Address | 808 West Main Street Richmond, KY 40475 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 161.1 |
| (b) Individuals (high net worth individuals) | 108 | 206.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 11.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 981 | 378.3 |
| By Discretionary | ||
| Discretionary | 981 | 378.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 981 | 378.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.3 | |
| Total | 981 | 378.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RAIN Capital Management LLC
✚
|
OR | 0.4 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.4 |
|
Essential Planning LLC
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|
NH | 0.4 |
|
Wealthvalues LLC
✚
|
CA | 0.4 |
|
Redmond Asset Management LLC
✚
|
VA | 0.4 |
|
Halter Ferguson Financial Inc
✚
|
IN | 0.4 |
|
Sageguard Financial Group LLC
✚
|
TN | 0.4 |
|
Searcy Financial Services Inc
✚
|
KS | 0.4 |
|
Seventwo LLC
✚
|
CO | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
✚
|
GA | 0.4 |