VAN HULZEN ASSET MANAGEMENT, LLC
Legal name: VAN HULZEN FINANCIAL ADVISORS
CRD #116632 SEC #801-61884 EL DORADO HILLS, CA (916) 608-4284
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.8B
Employees
23
Clients
26
Accounts
2,701
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.9B | $1.8B | $10.6M | 23 | 0 |
| Apr 2025 | $1.9B | $1.8B | $10.6M | 23 | 0 |
| Mar 2024 | $2B | $2B | $10.7M | 19 | 0 |
| Nov 2023 | $1.8B | $1.8B | $13.5M | 19 | 0 |
| Oct 2023 | $1.8B | $1.8B | $13.5M | 19 | 0 |
| Mar 2023 | $1.5B | $1.5B | $14.4M | 19 | 0 |
| Oct 2022 | $1.6B | $1.6B | $6.5M | 19 | 0 |
| Oct 2022 | $1.6B | $1.6B | $6.5M | 19 | 0 |
| Mar 2022 | $1.6B | $1.6B | $6.5M | 19 | 0 |
| Aug 2021 | $1.3B | $1.3B | $4.3M | 19 | 0 |
| Jun 2021 | $1.3B | $1.3B | $4.3M | 19 | 0 |
| Jun 2021 | $1.3B | $1.3B | $4.3M | 19 | 0 |
| Jun 2021 | $1.3B | $1.3B | $4.3M | 19 | 0 |
| Apr 2021 | $1.3B | $1.3B | $4.3M | 19 | 0 |
| Mar 2021 | $1.3B | $1.3B | $4.3M | 19 | 0 |
| Nov 2020 | $1.1B | $1.1B | $5.7M | 19 | 0 |
| Jun 2020 | $1.1B | $1.1B | $5.7M | 19 | 0 |
| Mar 2020 | $1.1B | $1.1B | $5.7M | 19 | 0 |
| Dec 2019 | $886.6M | $872.9M | $13.7M | 19 | 0 |
| Nov 2019 | $886.6M | $872.9M | $13.7M | 19 | 0 |
| Feb 2019 | $886.6M | $872.9M | $13.7M | 13 | 0 |
| Feb 2018 | $760M | $750.4M | $9.6M | 13 | 0 |
| Oct 2017 | $587.8M | $573.7M | $14.1M | 13 | 50 |
| Aug 2017 | $587.8M | $573.7M | $14.1M | 13 | 500 |
| May 2017 | $587.8M | $573.7M | $14.1M | 12 | 500 |
| Mar 2017 | $587.8M | $573.7M | $14.1M | 12 | 500 |
| Feb 2016 | $545.5M | $524M | $21.5M | 8 | 400 |
| Oct 2015 | $590M | $590M | $0 | 8 | 200 |
| Oct 2015 | $590M | $590M | $0 | 8 | 200 |
| Aug 2015 | $590M | $590M | $0 | 8 | 200 |
| Feb 2015 | $515M | $515M | $0 | 8 | 200 |
| Nov 2014 | $396.5M | $390.3M | $6.2M | 8 | 200 |
| Aug 2014 | $396.5M | $390.3M | $6.2M | 8 | 200 |
| Jul 2014 | $396.5M | $390.3M | $6.2M | 8 | 200 |
| Apr 2014 | $396.5M | $390.3M | $6.2M | 8 | 200 |
| Mar 2014 | $396.5M | $390.3M | $6.2M | 8 | 200 |
| Oct 2013 | $217.1M | $217.1M | $0 | 8 | 200 |
| Sep 2013 | $217.1M | $217.1M | $0 | 8 | 200 |
| Aug 2013 | $217.1M | $217.1M | $0 | 8 | 200 |
| Mar 2013 | $217.1M | $217.1M | $0 | 8 | 200 |
| Nov 2012 | $196.5M | $196.5M | $0 | 8 | 200 |
| Nov 2012 | $196.5M | $196.5M | $0 | 8 | 200 |
| Mar 2012 | $196.5M | $196.5M | $0 | 1 | 200 |
| Jun 2011 | $156.7M | $156.7M | $0 | 5 | -- |
| Mar 2011 | $186.5M | $184.6M | $1.9M | 5 | -- |
| Feb 2011 | $186.5M | $184.6M | $1.9M | 5 | -- |
| Jul 2010 | $186.5M | $184.6M | $1.9M | 5 | -- |
| Jun 2010 | $186.5M | $184.6M | $1.9M | 5 | -- |
| Mar 2008 | $151.3M | $148M | $3.3M | 5 | -- |
| Mar 2006 | $106.3M | $106.3M | $0 | 5 | -- |
| Aug 2004 | $64.4M | $64.4M | $0 | 5 | -- |
| Aug 2004 | $64.4M | $64.4M | $0 | 5 | -- |
DateMay 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$10.6M
Employees23
Clients0
DateApr 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$10.6M
Employees23
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$10.7M
Employees19
Clients0
DateNov 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$13.5M
Employees19
Clients0
DateOct 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$13.5M
Employees19
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.4M
Employees19
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.5M
Employees19
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.5M
Employees19
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.5M
Employees19
Clients0
DateAug 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees19
Clients0
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees19
Clients0
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees19
Clients0
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees19
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees19
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees19
Clients0
DateNov 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.7M
Employees19
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.7M
Employees19
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.7M
Employees19
Clients0
DateDec 2019
Total AUM$886.6M
Discretionary$872.9M
Non-Disc.$13.7M
Employees19
Clients0
DateNov 2019
Total AUM$886.6M
Discretionary$872.9M
Non-Disc.$13.7M
Employees19
Clients0
DateFeb 2019
Total AUM$886.6M
Discretionary$872.9M
Non-Disc.$13.7M
Employees13
Clients0
DateFeb 2018
Total AUM$760M
Discretionary$750.4M
Non-Disc.$9.6M
Employees13
Clients0
DateOct 2017
Total AUM$587.8M
Discretionary$573.7M
Non-Disc.$14.1M
Employees13
Clients50
DateAug 2017
Total AUM$587.8M
Discretionary$573.7M
Non-Disc.$14.1M
Employees13
Clients500
DateMay 2017
Total AUM$587.8M
Discretionary$573.7M
Non-Disc.$14.1M
Employees12
Clients500
DateMar 2017
Total AUM$587.8M
Discretionary$573.7M
Non-Disc.$14.1M
Employees12
Clients500
DateFeb 2016
Total AUM$545.5M
Discretionary$524M
Non-Disc.$21.5M
Employees8
Clients400
DateOct 2015
Total AUM$590M
Discretionary$590M
Non-Disc.$0
Employees8
Clients200
DateOct 2015
Total AUM$590M
Discretionary$590M
Non-Disc.$0
Employees8
Clients200
DateAug 2015
Total AUM$590M
Discretionary$590M
Non-Disc.$0
Employees8
Clients200
DateFeb 2015
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees8
Clients200
DateNov 2014
Total AUM$396.5M
Discretionary$390.3M
Non-Disc.$6.2M
Employees8
Clients200
DateAug 2014
Total AUM$396.5M
Discretionary$390.3M
Non-Disc.$6.2M
Employees8
Clients200
DateJul 2014
Total AUM$396.5M
Discretionary$390.3M
Non-Disc.$6.2M
Employees8
Clients200
DateApr 2014
Total AUM$396.5M
Discretionary$390.3M
Non-Disc.$6.2M
Employees8
Clients200
DateMar 2014
Total AUM$396.5M
Discretionary$390.3M
Non-Disc.$6.2M
Employees8
Clients200
DateOct 2013
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees8
Clients200
DateSep 2013
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees8
Clients200
DateAug 2013
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees8
Clients200
DateNov 2012
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees8
Clients200
DateNov 2012
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees1
Clients200
DateJun 2011
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$186.5M
Discretionary$184.6M
Non-Disc.$1.9M
Employees5
Clients--
DateFeb 2011
Total AUM$186.5M
Discretionary$184.6M
Non-Disc.$1.9M
Employees5
Clients--
DateJul 2010
Total AUM$186.5M
Discretionary$184.6M
Non-Disc.$1.9M
Employees5
Clients--
DateJun 2010
Total AUM$186.5M
Discretionary$184.6M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2008
Total AUM$151.3M
Discretionary$148M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2006
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees5
Clients--