Van Liew Capital Inc (Providence)
Van Liew Capital Inc is a large advisory firm based in Providence. It manages $42.87 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, and Rhode Island.
Van Liew Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Van Liew Capital: assets under management
The assets under management (AUM) of Van Liew Capital Inc is $42.87 million. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Van Liew Capital Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Van Liew Capital Inc
David Loeb Brodsky has been acting as President since 1 Jun 1984. John Hazen White joined the executive team most recently as the Director.
Direct owners and executive officers
Based in Providence
The principal office where Van Liew Capital Inc performs its advisory services is located at One Regency Plaza Ste One, Providence, RI 02903, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 401-272-2510 or by fax 401-272-6590. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.
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