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Building 2VAN LEEUWEN & COMPANY, LLC

Map pinPRINCETON, NJ
Phone609-580-0088
NotebookSEC #801-85177
Total AUM
$308.6M
Employees
7
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
281 WITHERSPOON STREET
SUITE 220
PRINCETON
NJ 08540
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
609-580-0088
Other Offices
1

ReceiptFinancials

Total AUM
$308.6M
Accounts
242
Discretionary
$308.6M
Accounts
242
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$54.8M
HNW Individual Clients
71
AUM
$239.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5M
Charitable Organization Clients
10
AUM
$6.4M
Corporation or Business Clients
6
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNCNHNJNYPATXVA

HandshakeAffiliates

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

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