Van Heuvelen, Wayne F. (Des Moines)

Van Heuvelen, Wayne F. is a large advisory firm based in Des Moines. It manages $35 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Iowa.

Van Heuvelen, Wayne F provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Van Heuvelen, Wayne F: assets under management

The assets under management (AUM) of Van Heuvelen, Wayne F. is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $583.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Van Heuvelen, Wayne F. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Van Heuvelen, Wayne F.

Wayne F. Van Heuvelen has been acting as President since 1 Feb 1995. Wayne Frederick Van Heuvelen joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wayne F. Van Heuvelen	President/chief compliance officer	1 Feb 1995	75% - 100%	4481633
Wayne Frederick Van Heuvelen	President/chief compliance officer	1 Feb 1995	75% - 100%	4481633

Based in Des Moines

The principal office where Van Heuvelen, Wayne F. performs its advisory services is located at 2400 86 Th Street, Des Moines, IA 50322 4306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.