Van Cleef Asset Management Inc.

Van Cleef Asset Management Inc. (CRD# 105768) is a financial advisory firm headquartered in Beachwood, OH. They manage $371,778,754 in 494 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $752,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Van Cleef Asset Management Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Martin J. Burke
CRD#: 1233269
3201 Enterprise Pkwy., Suite 140, Beachwood, OH 44122
93
Wealthminder
score

Martin Burke (CRD# 1233269) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 32 years of experience in the finance industry.

2
Martin J. Burke
CRD#: 5021475
3201 Enterprise Pkwy, Suite 140, Beachwood, OH 44122
93
Wealthminder
score

Martin Burke (CRD# 5021475) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 10 years of experience in the finance industry.

3
William P. Gibbons
CRD#: 5127152
3201 Enterprise Pkwy, Suite 140, Beachwood, OH 44122
93
Wealthminder
score

William Gibbons (CRD# 5127152) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 9 years of experience in the finance industry.

4
Geoffrey C. Hauck
CRD#: 3056928
3201 Enterprise Pkwy, Suite 140, Beachwood, OH 44122
93
Wealthminder
score

Geoffrey Hauck (CRD# 3056928) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 6 years of experience in the finance industry.

5
Donald D. Lynch
CRD#: 315037
3201 Enterprise Pkwy., Suite 140, Beachwood, OH 44122
93
Wealthminder
score

Donald Lynch (CRD# 315037) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 31 years of experience in the finance industry.

6
David A. Ruckman
CRD#: 406717
3201 Enterprise Pkwy. #140, Beachwood, OH 44122
93
Wealthminder
score

David Ruckman (CRD# 406717) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 17 years of experience in the finance industry.

7
Lino Sergo
CRD#: 4659449
3201 Enterprise Pkwy, Suite 140, Beachwood, OH 44122
93
Wealthminder
score

Lino Sergo (CRD# 4659449) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 13 years of experience in the finance industry.

8
William F. Plagens
CRD#: 1769266
3201 Enterprise Pkwy, Suite 140, Beachwood, OH 44122
90
Wealthminder
score

William Plagens (CRD# 1769266) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.

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