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Building 2VAN CLEEF ASSET MANAGEMENT INC

Map pinBEACHWOOD, OH
Phone216-464-0253
NotebookSEC #801-32604
Total AUM
$1.2B
Employees
6
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3201 ENTERPRISE PKWY
SUITE 140
BEACHWOOD
OH 44122
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
216-464-0253

ReceiptFinancials

Total AUM
$1.2B
Accounts
226
Discretionary
$1.2B
Accounts
207
Non-Discretionary
$38.3M
Accounts
19

ContactClients

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Individual Clients
79
AUM
$38.4M
HNW Individual Clients
146
AUM
$1.2B
Charitable Organization Clients
1
AUM
$364.6K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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