Vinkemulder Financial L.L.C.
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
FINTRXOverview
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
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 Equities58%
- US Government Bonds30%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
- Derivatives1%
Contacts
2 of 2Jacob Vinkemulder
Administrative AssistantCRD 7740537

Jason Vinkemulder
OwnerCRD 2143871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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