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| Keyboard |
| van Leeuwen & Associates Inc
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|---|---|
| CRD # | 289463 |
| SEC # | 801-111092 |
| CIK # | |
| AUM | 559.4 M (2026-03-19) |
| 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) | 527 | 191.5 |
| (b) Individuals (high net worth individuals) | 173 | 357.6 |
| (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 | 10.3 |
| (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 | 1,231 | 559.4 |
| By Discretionary | ||
| Discretionary | 1,231 | 559.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,231 | 559.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.4 | |
| Total | 1,231 | 559.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Retireright LLC
✚
|
IA | 561.1 M |
|
Wedgewood Partners Inc
✚
|
MO | 560.7 M |
|
Melia Group LLC
✚
|
OK | 560.1 M |
|
A & I Financial Services LLC
✚
|
CO | 560.0 M |
|
QP Consulting LLC
✚
|
MD | 559.6 M |
|
Ocean Path Advisors LLC
✚
|
CA | 559.5 M |
|
Endeavor Advisors LLC
✚
|
TX | 559.5 M |
|
Headland Capital LLC
✚
|
SC | 559.3 M |
|
Paulson Wealth Management Inc
✚
|
FL | 558.9 M |
|
Ogorek Wealth Management LLC
✚
|
NY | 558.9 M |