Van Liew Capital Inc.

Van Liew Capital Inc. (CRD# 105502) is a financial advisory firm headquartered in Providence, RI. They manage $27,307,999 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $1,517,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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.

RI

Financial Advisors at Van Liew Capital Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Samuel H. Hallowell
CRD#: 2098679
One Regency Plaza, Suite One, Providence, RI 02903
93
Wealthminder
score

Samuel Hallowell (CRD# 2098679) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has over 20 years of experience in the finance industry.

2
Joseph J. Healy
CRD#: 2317042
One Regency Plaza, Suite One, Providence, RI 02903
93
Wealthminder
score

Joseph Healy (CRD# 2317042) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has over 24 years of experience in the finance industry.

3
Kevin M. Oates
CRD#: 2165472
One Regency Plaza, Suite One, Providence, RI 02903
93
Wealthminder
score

Kevin Oates (CRD# 2165472) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has over 26 years of experience in the finance industry.

4
Wade M. Walbrun
CRD#: 2815839
One Regency Plaza, Suite One, Providence, RI 02903
93
Wealthminder
score

Wade Walbrun (CRD# 2815839) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has over 21 years of experience in the finance industry.

5
Alfred B. Vanliew
CRD#: 2078852
One Regency Plaza, Suite One, Providence, RI 02903
87
Wealthminder
score

Alfred Vanliew (CRD# 2078852) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has 1 year of experience in the finance industry.

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