|
⚲
|
| Vanderpol Investments LLC
✚
|
|
|---|---|
| CRD # | 168174 |
| SEC # | 801-127704 |
| CIK # | |
| AUM | $118.1 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 616-315-2550 |
| Address | 1723 68th St SE Caledonia, MI 49316 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 29.4 |
| (b) Individuals (high net worth individuals) | 25 | 83.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 118.1 |
| By Discretionary | ||
| Discretionary | 131 | 118.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 131 | 118.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.1 | |
| Total | 131 | 118.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CSP Financial Group LLC
✚
|
AZ | 0.1 |
|
Compass Capital Management LLC
✚
|
OK | 0.1 |
|
Redeem Financial Group LLC
✚
|
AZ | 0.1 |
|
Hudson Financial Services Inc
✚
|
CA | 0.1 |
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 0.1 |
|
South Shore Investment Services LLC
✚
|
MA | 0.1 |
|
Willamette Financial Advisors LLC
✚
|
OR | 0.1 |
|
CIRO Capital LLC
✚
|
NJ | 0.1 |
|
Trail Financial Planning LLC
✚
|
WA | 0.1 |
|
Arlington Securities Inc
✚
|
0.1 |