RIA Intel›Advisers›Michigan›VINKEMULDER FINANCIAL L.L.C.

VINKEMULDER FINANCIAL L.L.C.

Advisory

MI

Data as of Nov 18, 2024 · Source: SEC Form ADV

Average account

$677K

across 22 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 18, 2024.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

NEWAGE ADVISORS LLC

$15M

ARMOR WEALTH STRATEGIES, LLC

FARMINGTON HILLS, MI

$15M

VETERINARY FINANCIAL GROUP LLC

$15M

ALLIANCE ADVISORS WEALTH MANAGEMENT LLC

$15M

POINTE EQUITY PARTNERS LLC

$15M

STRATEGIC NAVIGATORS ASSET MANAGEMENT, LLC

GRAND RAPIDS, MI

$15M

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