CRD: 289463
VAN Leeuwen Retirement & Investment Services
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-05-2017
- Office Locations
- 1
Office Locations
About VAN Leeuwen Retirement & Investment Services
Van Leeuwen Retirement & Investment Services is an independent RIA in Richmond, KY focused on helping individuals and business owners transition into retirement. The team provides personalized retirement and business retirement planning plus ongoing portfolio management, typically using diversified allocations across ETFs, mutual funds, and fixed income. Custodied through LPL Financial and leverages LPL Research and regular market commentary for client education.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
MARK DENNIS VANLEEUWEN
Chief Compliance Officer, President
- CRD
- #1139666
- Ownership
- 75% or more
KRISTOFFER DOUGLAS ARNOLD
Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4395662
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $559,416,819 | $454,441 |
| Non-Discretionary | $0 | -- |
| Total | $559,416,819 | $454,441 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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