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VANDERPOL INVESTMENTS L.L.C.
1723 68th St. Se
Suite B
Caledonia, Michigan 49316
Tel: 616-723-2637
About VANDERPOL INVESTMENTS L.L.C.
VANDERPOL INVESTMENTS LLC, formally registered with the SEC as VANDERPOL INVESTMENTS LLC. The firm was established in 04/20/2023. They have over 2 offices throughout the country.
VANDERPOL INVESTMENTS L.L.C. is a Caledonia, Michigan based Financial Planning firm with nearly $123,126,425 assets under management, offering retirement planning & investment advisory services to 488 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168174 |
| SEC# | 801-127704 |
| Assets Managed by Firm | $123,126,425 |
| No. of Clients | 488 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 488 | $123,126,425 |
| Individuals (other than high net worth individuals) | 68 | $11,618,503 |
| High net worth individuals | 16 | $108,706,620 |
| Charitable organizations | 4 | $2,801,302 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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