Van Cleef Asset Management Inc
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 105768
- Registered since
- August 5, 1988
- Website
- vancleefinc.com
- Custodians
- CHARLES SCHWAB & CO., INC., PNC WEALTH MANAGEMENT LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.8%
- Individuals3.17%
- Charitable Organizations0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Van Cleef Asset Management Inc. is an independent, SEC-registered investment adviser founded in 1988 and owned by an individual. The firm manages portfolios for high-net-worth individuals, families and institutional clients, charging fees as a percentage of assets under management. Its stated advisory services focus on portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- US Government Bonds6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1
Geoffrey Hauck
Chief Investment Officer & PrincipalCRD 3056928
Contacts
3 of 5
Martin Burke
DirectorCRD 1233269
Lino Sergo
Principal & DirectorCRD 4659449
William Gibbons
AttorneyCRD 5127152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$242M in ETFs
100%
$242M
0%
$242K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND (VXF) | Vanguard | Passive | Mid Cap Blend | $83.9M | 340,880 | 34.61% |
Location
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 3201 Enterprise Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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