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Sarah M Van Leeuwen

VAN LEEUWEN & ASSOCIATES, INC.·RICHMOND, Kentucky
Unclaimed Profile
808 WEST MAIN STREET, RICHMOND, KY 40475CRD# 7315525Firm CRD# 289463
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About

Sarah M Van Leeuwen is a registered financial advisor based in RICHMOND, Kentucky, affiliated with VAN LEEUWEN & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VAN LEEUWEN & ASSOCIATES, INC.
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
AUM
$378M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VAN LEEUWEN & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7315525
Firm CRD# 289463
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah M Van Leeuwen offer?
Sarah M Van Leeuwen specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Kentucky for a consultation.
What are Sarah M Van Leeuwen's credentials?
Sarah M Van Leeuwen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah M Van Leeuwen located?
Sarah M Van Leeuwen is based in RICHMOND, Kentucky, working with VAN LEEUWEN & ASSOCIATES, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Sarah M Van Leeuwen charge for services?
Sarah M Van Leeuwen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAN LEEUWEN & ASSOCIATES, INC.?
VAN LEEUWEN & ASSOCIATES, INC. has approximately 3 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RICHMOND
Mark Dennis Vanleeuwen — VAN LEEUWEN & ASSOCIATES, INC.Kristoffer Douglas Arnold — VAN LEEUWEN & ASSOCIATES, INC.Julia A Van Leeuwen — VAN LEEUWEN & ASSOCIATES, INC.Mark A Van Leeuwen — VAN LEEUWEN & ASSOCIATES, INC.
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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