Vinkemulder Financial L.L.C.

RIASEC Registered
Total AUM
$14.9M
Discretionary
$14.9M
100% of AUM
Avg account
$677K
Accounts
22
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
122805
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI99.33%
  • Individuals0.67%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vinkemulder Financial L.L.C. operates as a limited liability company focused on providing portfolio management services to individuals, small businesses, and institutional clients. The firm does not classify itself under a specific category, which suggests a flexible approach to investment management. Vinkemulder Financial is not an active ESG investor and does not operate as a multi-state adviser, indicating a more localized focus in its advisory activities. The firm charges fees based on a percentage of assets under management, aligning its interests with those of its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, US Government Bonds 30%, Cash & Cash Equivalents 10%, State & Local Bonds 1%, Derivatives 1%58%
  • Exchange Traded Equities58%
  • US Government Bonds30%
  • Cash & Cash Equivalents10%
  • State & Local Bonds1%
  • Derivatives1%

Contacts

2 of 2
  • Jacob Vinkemulder

    Administrative AssistantCRD 7740537

  • Jason Vinkemulder

    Jason Vinkemulder

    OwnerCRD 2143871

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth