Falists
← Back to search

VANDERPOL INVESTMENTS L.L.C.

CRD 168174 · SEC 801-127704

Visit website

1723 68TH ST. SE, SUITE B, CALEDONIA, MI, 49316, United States

Phone

(616) 315-2550

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$118.1M

Discretionary AUM

$118.1M

Team

3 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals99$29.4M
High net worth individuals25$83.2M
Charitable organizations4$5.1M
Corporations/business entities3$355K

States served

MI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD