VAN LIEW CAPITAL INC
Firm details
- Headquarters
- PROVIDENCE, Rhode Island
- CRD number
- 105502
- Website
- www.vanliewtrust.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.94%
- Pension & Profit Sharing Plans11.88%
- Individuals1.24%
- Charitable Organizations0.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Van Liew Capital Inc. is a small, privately held advisory corporation that manages portfolios for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and provides discretionary portfolio management for both personal and business/institutional clients. It is organized as a domestic entity and is classified as a qualified custodian rather than a capital allocator. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- State & Local Bonds10%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1KEVIN OATES
COO & PresidentCRD 2165472
Contacts
3 of 11THOMAS GODDARD
Board of DirectorsCRD 4340510
ALFRED VANLIEW
Managing & Founding PartnerCRD 2078852
Elizabeth Van Liew
Board of DirectorsCRD 7244236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROVIDENCE, RI
PROVIDENCE
Location
PROVIDENCE, RI
Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 1 Regency Plz
- Time zone
- ET (UTC-5)
- Office locations
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