VAN LEEUWEN & ASSOCIATES, INC.
Legal name: VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
CRD #289463 SEC #801-111092 RICHMOND, KY (859) 626-3400
SEC Registered
Total AUM
$460.7M
Discretionary
$460.7M
Employees
3
Clients
0
Accounts
1,115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $460.7M | $460.7M | $0 | 3 | 0 |
| Mar 2025 | $460.7M | $460.7M | $0 | 3 | 0 |
| Aug 2024 | $378.3M | $378.3M | $0 | 3 | 0 |
| Feb 2024 | $378.3M | $378.3M | $0 | 3 | 0 |
| Feb 2023 | $302.1M | $302.1M | $0 | 3 | 0 |
| Mar 2022 | $336.9M | $336.9M | $0 | 3 | 0 |
| Feb 2021 | $260.5M | $260.5M | $0 | 3 | 0 |
| Jan 2021 | $260.5M | $260.5M | $0 | 3 | 0 |
| Nov 2020 | $195.5M | $195.5M | $0 | 3 | 0 |
| Jun 2020 | $195.5M | $195.5M | $0 | 3 | 0 |
| Jun 2020 | $195.5M | $195.5M | $0 | 3 | 0 |
| May 2020 | $195.5M | $195.5M | $0 | 3 | 0 |
| May 2020 | $195.5M | $195.5M | $0 | 3 | 0 |
| May 2020 | $195.5M | $195.5M | $0 | 3 | 0 |
| Jan 2020 | $195.5M | $195.5M | $0 | 3 | 0 |
| May 2019 | $132.3M | $132.2M | $132.1K | 3 | 0 |
| Mar 2019 | $132.3M | $132.2M | $132.1K | 3 | 0 |
| Jan 2019 | $132.3M | $132.2M | $132.1K | 3 | 0 |
| Jan 2018 | $129M | $128.9M | $140.9K | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$378.3M
Discretionary$378.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$378.3M
Discretionary$378.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$302.1M
Discretionary$302.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$132.3M
Discretionary$132.2M
Non-Disc.$132.1K
Employees3
Clients0
DateMar 2019
Total AUM$132.3M
Discretionary$132.2M
Non-Disc.$132.1K
Employees3
Clients0
DateJan 2019
Total AUM$132.3M
Discretionary$132.2M
Non-Disc.$132.1K
Employees3
Clients0
DateJan 2018
Total AUM$129M
Discretionary$128.9M
Non-Disc.$140.9K
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0