Vanheel Management Limited
Firm details
- Headquarters
- Hong Kong Sar,
- CRD number
- 282064
- Registered since
- January 27, 2016
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vanheel Management Limited operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured as a corporation and has been registered with the SEC since 2016. With a client base that includes both individuals and families, Vanheel Management Limited employs a fee structure based on a percentage of assets under management. The firm does not engage in capital allocation or serve as a pension consultant, and it is not classified as a multi-state 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 Equities50%
- Cash & Cash Equivalents50%
Contacts
2 of 2
Harald Dudok Van Heel
Managing DirectorCRD 6598811
Bruce Voncannon
Managing DirectorCRD 3117130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong Sar, null
Location
Hong Kong Sar, null
Headquartered in Hong Kong Sar, null.
- Address
- Suite 1702 St Georges Building
- Office locations
Similar firms
Logic Wealth Management, LLC
RIAPasadena, CA
Torrey-Payne Wealth Management
RIAPasadena, CA
Summit Financial Working With People You Trust
RIASterling Heights, MI
Vision One Management Partners, LP
RIAMiami, FL
Statera Wealth Management
RIASt George, UT
PCB Capital LLC
RIAEast Brunswick, NJ