Investment adviser · CRD 126636
VAN CLEEF, JORDAN AND WOOD, INC.
Investment adviser filing (IA)
VAN CLEEF, JORDAN, AND WOOD, INC.
BRONXVILLE, NY, United States · Form ADV filed Oct 16, 2019
- Regulatory AUM
- $52.9M Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 7 | $22,460,488 | 42.5% |
| Individuals | 26 | $20,872,965 | 39.5% |
| Charities | Fewer than 5 | $5,556,099 | 10.5% |
| Retirement plans | Fewer than 5 | $3,881,955 | 7.3% |
| Corporations & businesses | Fewer than 5 | $92,237 | 0.2% |
Filing source
Form ADV 1344529 · Oct 16, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 16, 2019. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
2 PARK PLACE, SUITE 2BRONXVILLE, NY, 10708, United States
CRD 126636
Filing source
Form ADV 1344529 · Oct 16, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.