VAN LEEUWEN & COMPANY, LLC

C24
CRD 126447·SEC 801-85177·PRINCETON, NJ
AUM
Est. Revenue
@ 1% on AUM
Est. EBITDA
@ 30% margin
Est. Deal Value
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VAN LEEUWEN & COMPANY, LLC
CRD
126447
SEC file #
801-85177
EIN
DBA names
Van Leeuwen & Company, Llc

Economics

AUM
AUM band
AUM trajectory
'20'23
$160.7M → $315.8M▲ +96%
Client mix

Operations

Employees (total)
Advisory staff (per ADV)
Advisory staff (5-yr trend)
'20'23
3 advisors → 4 advisors▲ +33%
Primary office
PRINCETON NJ
Branches

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Fee basis

Filings

Latest ADV filing
ADV-W filed at
Website

Compliance

Disclosures (firm)
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VAN LEEUWEN, KENNETH, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
VAN LEEUWEN, KENNETH, WILLIAM
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (6)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Lpl Financial4
E*trade4
Top Owner CRD
734389