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Building 2VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

Map pinRICHMOND, KY
Phone(859) 626-3400
NotebookSEC #801-111092
Total AUM
$559.4M
Employees
3
Clients
705

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
808 WEST MAIN STREET
RICHMOND
KY 40475
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
(859) 626-3400

ReceiptFinancials

Total AUM
$559.4M
Accounts
1,231
Discretionary
$559.4M
Accounts
1,231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
527
AUM
$191.5M
HNW Individual Clients
173
AUM
$357.6M
Pension/Profit Sharing Plan Clients
4
AUM
$10.3M
Charitable Organization Clients
1
AUM
$45.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSKYLANHOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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