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Van Leeuwen & Company
Van Leeuwen & Company is a boutique RIA in Princeton and Palm Beach Gardens, named a Forbes Best-In-State Wealth Advisor for five straight years.
Van Leeuwen & Company
Van Leeuwen & Company is an SEC-registered investment adviser in Richmond, KY, registered since 2017. The firm manages approximately $559 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Princeton
Corporate office
281 Witherspoon Street, Suite 220, Princeton, NJ 08540, United States
Additional offices
Palm Beach Gardens, FL, United States
Frequently asked questions
Who runs investment decisions at Van Leeuwen & Company?
The firm has not publicly named its key investment principals or leadership team on its website. A recent job posting for a Portfolio Strategist in Princeton indicates that the investment team works directly under a Portfolio Manager, conducting in-house security selection through financial-statement analysis, quantitative data review, and macroeconomic research. The identity of the Portfolio Manager and any investment committee members remains undisclosed.
How does Van Leeuwen & Company source clients?
The firm targets a specific niche: corporate executives of Fortune 500 companies and their families, primarily in the Princeton-Mercer County area of New Jersey. It also serves individuals dealing with loss, non-profits, and families who have relocated to the US. Its branding relies heavily on an individualized, goals-based 'Life Vision' planning approach, as described on the firm's website.
Is Van Leeuwen & Company structured as an RIA or a broker-dealer?
The firm operates as an independent Registered Investment Advisor (RIA), according to its own career materials. A recent Portfolio Strategist job posting explicitly referenced the 'independent RIA space' and noted potential opportunities for partnership, signaling an ownership structure distinct from a wirehouse or broker-dealer captive model. The website includes a link for checking advisor backgrounds on FINRA's BrokerCheck, which is standard for regulated advisory entities.
Does Van Leeuwen & Company participate in fund commitments or only direct deals?
The firm's documented investment process leans toward direct security analysis. Its Portfolio Strategist role involves reviewing company reports, filings, and financial statements to analyze equities and debt, and evaluating the attractiveness of various asset classes. There is no public indication of fund commitments or alternative-investment allocations. The strategy appears centered on individual stocks and bonds managed on a discretionary basis.
Where does Van Leeuwen & Company maintain offices?
The firm's primary office is at 281 Witherspoon Street, Suite 220, in Princeton, New Jersey. It also operates an office in Palm Beach Gardens, Florida. The website lists both locations for client consultations and career opportunities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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