Van Leeuwen Retirement & Investment Services
Richmond, Kentucky
Van Leeuwen Retirement & Investment Services, based out of Richmond, KY, is a small investment advisory firm specializing in retirement planning and investment management. With three dedicated employees, including two experienced investment advisors, the firm offers comprehensive financial services to individuals and employer-sponsored 401K plans. Van Leeuwen Retirement & Investment Services prides itself on its strong track record, managing a total of $302,105,000 in assets under management for over 430 individual clients. Their expertise in the employer 401K space is particularly noteworthy, as approximately half of their asset...
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Assets Under Mgmt

$302.11M

Investment Professionals

2

Locations

0

% 401K & Individual

49%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.