VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES is a Richmond, Kentucky based financial advisory firm with nearly $378,324,370 in assets under management and provides investment advisory services for 981 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 289463 | |
| SEC#: | 801-111092 | |
| Assets under Management: | $378,324,370 | |
| No. of Clients: | 981 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 165474 | 801-117642 | 22963 | 76 | $900,767,493 |
| KPP ADVISORY SERVICES LLC | 289507 | 801-111709 | 3405 | 33 | $874,251,636 |
| PRIVATE CLIENT SERVICES, LLC | 120222 | 801-71475 | 2890 | 60 | $845,810,789 |
| BALLAST, INC. | 152695 | 801-79651 | 1798 | 12 | $625,203,027 |
| FIRST KENTUCKY SECURITIES CORP | 7524 | 801-67742 | 1757 | 20 | $678,564,542 |
| JOURNEY ADVISORY GROUP, LLC | 171919 | 801-79934 | 1692 | 20 | $1,015,864,170 |
| RELIANT WEALTH PLANNING, LLC | 286230 | 801-108818 | 1625 | 13 | $520,645,127 |
| ALEXANDER INVESTMENT SERVICES CO. | 1037 | 801-10334 | 1242 | 13 | $641,355,878 |
| ATLAS BROWN | 133408 | 801-63702 | 1120 | 9 | $455,213,189 |
| THE GLEASON GROUP, INC. | 175104 | 801-96195 | 946 | 9 | $785,409,717 |
| ASIO CAPITAL LLC | 298326 | 801-113910 | 571 | 6 | $499,551,795 |
| HARVEY INVESTMENT COMPANY, LLC | 110482 | 801-58031 | 264 | 4 | $913,288,498 |
| RAMSEY QUANTITATIVE SYSTEMS, INC. | 175257 | 801-97337 | 53 | 22 | $836,579,864 |
| WAYCROSS PARTNERS, LLC | 153838 | 801-81041 | 33 | 12 | $548,565,729 |
| DUPREE & COMPANY, INC. | 1697 | 801-13157 | 1 | 13 | $1,031,166,310 |