VAN LEEUWEN & ASSOCIATES, INC.

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
RICHMOND, Kentucky·5 registered advisors·CRD# 289463
SEC# 801-1110920(859) 626-3400
01

Firm Overview

AUM
$378M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VAN LEEUWEN & ASSOCIATES, INC.

5 registered advisors
Julia A Van Leeuwen
RICHMOND, Kentucky
Kristoffer Douglas Arnold
RICHMOND, Kentucky
Mark A Van Leeuwen
RICHMOND, Kentucky
Mark Dennis Vanleeuwen
RICHMOND, Kentucky
Sarah M Van Leeuwen
RICHMOND, Kentucky
05

Office Locations

RICHMOND, Kentucky
5 advisors

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Data sourced from SEC Form ADV filings. VAN LEEUWEN & ASSOCIATES, INC. (CRD# 289463) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.