Van Leeuwen & Associates, Inc.
● SEC registered since 2017CRD 289463SEC# 801-111092Richmond, KY
Reg. AUM
$559.4M
Employees
3
Accounts
1,231
Location
Richmond, KY
Van Leeuwen & Associates, Inc. assets under management
Van Leeuwen & Associates, Inc. is a registered investment adviser overseen by the SEC based in Richmond, KY. The firm has been registered since 2017. It reports $559.4 million in regulatory assets under management and employs 3 people.
Van Leeuwen & Associates, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julia A Van Leeuwen | Shareholder | 10-25% | 2020 |
| Kristoffer Douglas Arnold | Investment Advisor Representative, Alternate Regulatory Contact | 25-50% | 2017 |
| Mark A Van Leeuwen | Shareholder | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Van Leeuwen & Associates, Inc. manage?
Van Leeuwen & Associates, Inc. reports $559.4 million in regulatory assets under management on its Form ADV.
How many employees does Van Leeuwen & Associates, Inc. have?
Van Leeuwen & Associates, Inc. reports 3 employees.
Where is Van Leeuwen & Associates, Inc. located?
Van Leeuwen & Associates, Inc. is based in Richmond, KY and has been SEC-registered since 2017.
Does Van Leeuwen & Associates, Inc. disclose fund performance?
Van Leeuwen & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 808 West Main Street, Richmond, KY 40475 |
| Phone | (859) 626-3400 |
| Fax | (859) 626-3467 |
| Office hours | 8:00 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$559.4M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$559.4Mregulatory AUM
Discretionary $559.4M