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Building 2VANDERPOL INVESTMENTS L.L.C.

Map pinCALEDONIA, MI
Phone(616) 315-2550
NotebookSEC #801-127704
Total AUM
$118.1M
Employees
3
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1723 68TH ST. SE
SUITE B
CALEDONIA
MI 49316
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
(616) 315-2550
Other Offices
1

ReceiptFinancials

Total AUM
$118.1M
Accounts
131
Discretionary
$118.1M
Accounts
131
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$29.4M
HNW Individual Clients
25
AUM
$83.2M
Charitable Organization Clients
4
AUM
$5.1M
Corporation or Business Clients
3
AUM
$355.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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