3201 Enterprise Pkwy
Suite 140
Beachwood, Ohio 44122
Tel: 216-464-0253
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105768 |
SEC# | 801-32604 |
Assets Managed by Firm | $894,046,584 |
No. of Clients | 652 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 652 | $894,046,584 |
Individuals (other than high net worth individuals) | 88 | $41,155,186 |
High net worth individuals | 127 | $848,785,259 |
Pension and profit sharing plans | 1 | $3,488,707 |
Charitable organizations | 1 | $617,432 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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