Van Leeuwen & Company, LLC

Van Leeuwen & Company, LLC is an SEC registered investment adviser established in April 2015, offering financial planning, consulting, and investment management services. The firm, owned by Kenneth W. Van Leeuwen, manages $308,556,260 in assets on a discretionary basis as of December 31, 2023. Services include financial planning, asset allocation, retirement and estate planning, and risk management. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are primarily allocated among mutual funds, ETFs, and individual securities based on client objectives. Fees are charged on an asset-based model at 1.00% per annum, prorated quarterly. The firm may delegate management to third-party managers. Van Leeuwen & Company does not impose minimum account requirements and serves various client types. Investment strategies focus on long-term value investing globally, with risk control through diversification and scenario analysis. The firm utilizes fundamental analysis and a disciplined approach to select investments. Clients are advised on market risks and potential losses. The firm does not engage in performance-based fees and does not vote client securities. Clients receive regular account reviews and statements from custodians. Van Leeuwen & Company does not compensate third-party solicitors for client referrals and does not vote client securities. The firm exercises investment discretion with client authorization and does not require prepayment exceeding $1,200.