$67.2M Total AUM
$67.2M Disc. AUM
-- 3Y CAGR
5 Employees
6 ADV. Clients
42 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-1984
- Office Locations
- 1
Office Locations
ONE Regency Plaza Suite ONE Providence RI
About VAN Liew Capital INC
Van Liew Trust Company is a Rhode Island-based wealth management and trust services firm founded in 1984, serving individuals, institutions, and organizations across New England and beyond (typically $250k+ accounts). Portfolios are ETF-centric with additional mutual funds and municipal bond exposure. Custody is primarily with Fidelity/NFS.
Team overview
56 AVG AGE
$13.4M AVG AUM / ADVISOR
$11.2M AVG AUM / CLIENT
26.4 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ALFRED BUTTLER VANLIEW
Managing Partner
- CRD
- #2078852
- Ownership
- 50% but less than 75%
Available
Available
Available
SAMUEL HAYDOCK HALLOWELL JR
PARTNER, Senior Portfolio Manager
- CRD
- #2098679
- Ownership
- 10% but less than 25%
Available
Available
Available
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WADE MICHAEL WALBRUN
Analyst
- CRD
- #2815839
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,190,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,190,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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