Van Leeuwen Retirement & Investment Services

RIASEC RegisteredEst. 2017

Total AUM

$559M

Discretionary

$559M

100% of AUM

Avg account

$454K

Accounts

1,231

Employees

Advisory reps

Firm details

Headquarters: Richmond, Kentucky
CRD number: 289463
Registered since: September 5, 2017
Website: www.vlretirement.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.92%
Individuals34.22%
Pension & Profit Sharing Plans1.85%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Van Leeuwen Retirement & Investment Services is an independent, individually owned registered investment adviser that began SEC registration in 2017. The firm serves both individual & family clients and institutional clients and offers a mix of advisory engagements including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee work. The adviser does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not set up as a capital allocator.