VANDERPOL INVESTMENTS L.L.C.
Firm details
- Headquarters
- CALEDONIA, Michigan
- CRD number
- 168174
- Registered since
- April 20, 2023
- Website
- www.vanderpolinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.44%
- Individuals24.92%
- Charitable Organizations4.34%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vanderpol Investments L.L.C. is an independent, single-owner registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, pension consulting services and educational workshops. Compensation comes primarily from a percentage-of-AUM fee schedule with the option for hourly billing. Vanderpol does not profile itself as an ESG-focused manager, and it does not operate as a capital allocator or a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities20%
- US Government Bonds13%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Contacts
3 of 3RICHARD TOTH
Wealth Management AssociateCRD 7351130
MARK VANDERPOL
PresidentCRD 6242445
Noah Hoekstra
Financial AdvisorCRD 7621023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$43.5M in ETFs
90%
$38.9M
6%
$4.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $7.9M | 291,822 | 18.05% |
Location
CALEDONIA, MI
KENT
Location
CALEDONIA, MI
Headquartered in CALEDONIA, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 1723 68th St SE
- Time zone
- ET (UTC-5)
- Office locations
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