CRD: 297362
VAN Clemens Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · RBC · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2022
- Office Locations
- 23
Office Locations
About VAN Clemens Wealth Management, LLC
Van Clemens Wealth Management is a Minneapolis-area firm providing brokerage and investment advisory services plus insurance/risk management support. Advisors build customized strategies for clients investing excess cash toward long-term goals. Client portfolios are largely implemented with ETFs and public funds, with limited cash/agency bond exposure. Works with custodians including Charles Schwab.
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Investment Themes
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Owner & Executives
Joseph Charles Godfrey
Chief Compliance Officer, President
- CRD
- #3074998
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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THOMAS KEVIN AMBROSE
Chief Executive Officer, Director
- CRD
- #871838
Robert Boll
--
- CRD
- #7476031
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $463,894,260 | $293,790 |
| Non-Discretionary | $6,489,211 | $648,921 |
| Total | $470,383,471 | $296,025 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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