|
⚲
|
| van Leeuwen & Company LLC
✚
| |
|---|---|
| CRD # | 126447 |
| SEC # | 801-85177 |
| CIK # | 0001769031 |
| AUM | $308.6 MM (2024-03-14) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 609-580-0088 |
| Address | 281 Witherspoon Street Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 54.8 |
| (b) Individuals (high net worth individuals) | 71 | 239.2 |
| (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 | 5.0 |
| (h) Charitable organizations | 10 | 6.4 |
| (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 | 6 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 308.6 |
| By Discretionary | ||
| Discretionary | 242 | 308.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 308.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.6 | |
| Total | 242 | 308.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769031] |
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CA | 0.3 |
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Quantum Private Wealth LLC
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Beacon Bridge Wealth Partners LLC
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