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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2008
- Office Locations
- 1
Office Locations
About Vanderheiden Financial
VanderHeiden Financial is a Colorado-registered RIA founded in 2007 by investment coach Tom VanderHeiden (CLU, ChFC). The firm pairs financial planning with coaching to help clients define an investment philosophy, build an investment strategy, and stay disciplined. Core work includes retirement and college funding planning plus long-term care and insurance solutions, with an emphasis on principal protection; it also hosts periodic educational workshops. Custody: Charles Schwab.
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Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS LLOYD VANDERHEIDEN
Chief Compliance Officer, Investment Advisor
- CRD
- #847602
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,500,000 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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