National Retirement Planning Experts

National Coverage
Local Professionals

VAN CLEEF ASSET MANAGEMENT INC

3201 Enterprise Pkwy
Suite 140
Beachwood, Ohio 44122
Tel: 216-464-0253

Need a Financial Advisor?
Compare Vetted Advisors

About VAN CLEEF ASSET MANAGEMENT INC

VAN CLEEF ASSET MANAGEMENT INC, formally registered with the SEC as VAN CLEEF ASSET MANAGEMENT INC. The firm was established in 08/05/1988. They have over 1 offices throughout the country.

VAN CLEEF ASSET MANAGEMENT INC is a Beachwood, Ohio based Financial Planning firm with nearly $894,046,584 assets under management, offering retirement planning & investment advisory services to 652 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105768
SEC#801-32604
Assets Managed by Firm$894,046,584
No. of Clients652
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total652$894,046,584
Individuals (other than high net worth individuals)88$41,155,186
High net worth individuals127$848,785,259
Pension and profit sharing plans1$3,488,707
Charitable organizations1$617,432

More Retirement Planning firms in Beachwood, Ohio:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200
Cincinnati, OH, 45202
$79,457,379,9801444158
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd
Columbus, OH, 43215
$78,252,229,704130135
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive
Dublin, OH, 43017
$54,569,476,42074148
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
$30,011,530,9413811127
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100
Cincinnati, OH, 45202-4203
$26,738,929,6173984

Explore More Retirement Advisors in Beachwood, Ohio