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Home > Retirement Planners > kentucky > richmond > VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
808 West Main Street
Richmond, Kentucky 40475
Tel: (859) 626-3400
About VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES, formally registered with the SEC as VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES. The firm was established in 09/05/2017. They have over 1 offices throughout the country.
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES is a Richmond, Kentucky based Financial Planning firm with nearly $378,324,370 assets under management, offering retirement planning & investment advisory services to 981 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289463 |
| SEC# | 801-111092 |
| Assets Managed by Firm | $378,324,370 |
| No. of Clients | 981 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 981 | $378,324,370 |
| Individuals (other than high net worth individuals) | 469 | $161,056,125 |
| High net worth individuals | 108 | $206,079,754 |
| Pension and profit sharing plans | 4 | $11,143,999 |
| Charitable organizations | 1 | $44,492 |
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