Van Liew Capital Inc.

Van Liew Capital Inc. (CRD# 105502) is a financial advisory firm headquartered in Providence, RI. They manage $52,658,056 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
One Regency Plaza Ste One, Providence, RI 02903
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $4,787,096
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
Types of Clients
Registered States
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 Hallowell, financial advisor Providence RI
Samuel H. Hallowell
CRD#: 2098679
One Regency Plaza, Suite One, Providence, RI 02903

Samuel Hallowell (CRD# 2098679) 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.

2
Joseph Healy, financial advisor Providence RI
Joseph J. Healy
CRD#: 2317042
One Regency Plaza, Suite One, Providence, RI 02903

Joseph Healy (CRD# 2317042) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has over 30 years of experience in the finance industry.

3
Kevin Oates, financial advisor Providence RI
Kevin M. Oates
CRD#: 2165472
One Regency Plaza, Suite One, Providence, RI 02903

Kevin Oates (CRD# 2165472) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has over 32 years of experience in the finance industry.

4
Alfred Vanliew, financial advisor Providence RI
Alfred B. Vanliew
CRD#: 2078852
One Regency Plaza, Suite One, Providence, RI 02903

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.

5
Wade Walbrun, financial advisor Providence RI
Wade M. Walbrun
CRD#: 2815839
One Regency Plaza, Suite One, Providence, RI 02903

Wade Walbrun (CRD# 2815839) is an Investment Advisor Representative working at Van Liew Capital Inc. in Providence, RI and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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