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 33 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 11 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 10 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 7 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 32 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 18 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 14 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 13 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.