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VAN CLEEF ASSET MANAGEMENT INC

BEACHWOOD, OH · CRD 105768 · IAPD ↗ · 216-464-0253

$1.21BRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — VAN CLEEF ASSET MANAGEMENT INC crossed $1B in regulatory AUM ($894.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.