V
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-15-2007
- Office Locations
- 1
Office Locations
-- Olympia WA
About VAN Hubly Investments LLC
VAN Hubly Investments LLC is a Olympia-based RIA. The firm has been operating for 19 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica.
Team overview
67 AVG AGE
$2.3M AVG AUM / ADVISOR
$329.9K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NANCY VAN HUBLY
Chief Compliance Officer, Owner, President
- CRD
- #1013582
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,309,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,309,015 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing