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VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
VAN LEEUWEN & ASSOCIATES, INC.
CRD 289463 · SEC 801-111092
808 WEST MAIN STREET, RICHMOND, KY, 40475, United States
Phone
(859) 626-3400
Fax
(859) 626-3467
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$559.4M
Discretionary AUM
$559.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 527 | $191.5M |
| High net worth individuals | 173 | $357.6M |
| Pension/profit sharing plans | 4 | $10.3M |
| Charitable organizations | 1 | $45K |
States served
KS, KY, LA, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD