VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
  • VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
  • VAN LEEUWEN & ASSOCIATES, INC.

Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 09/05/2017
ADV Location RICHMOND, KY, United States
Contact Info (85 xxxxxxx
Websites
AUM* 559,416,819 48%
of that, discretionary 559,416,819 48%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 454,441 18%
% High Net Worth 24.54% 32%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

559M 480M 400M 320M 240M 160M 80M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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