V
$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
26 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2000
- Office Locations
- 1
Office Locations
-- Rapid City MI
About Vinkemulder Financial L.l.c.
Vinkemulder Financial L.l.c. is a Rapid City-based RIA. The firm has been operating for 26 years. Managing $14.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$14.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JASON WAYNE VINKEMULDER
Owner, President
- CRD
- #2143871
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jacob Jason Vinkemulder
Investment Advisor Representative
- CRD
- #7740537
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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